Broadcom
Mentioned in 34 analyzed podcast episodes across 10 shows
A major semiconductor company positioned as a key beneficiary of hyperscaler AI infrastructure spending and custom chip development, with significant partnerships involving OpenAI, Google, and Anthropic for specialized silicon like TPUs and inference accelerators. Broadcom is frequently discussed in tech and business podcasts as a competitor in the AI chip ecosystem and a barometer for semiconductor sector health, though its stock has faced recent pressure despite large order commitments and multi-year growth prospects. The company manufactures critical networking and computing infrastructure components for major tech companies' AI buildout initiatives.
Mentioned On
Episode Mentions
Dwarkesh Podcast · Apr 15, 2026
Jensen Huang – TPU competition, why we should sell chips to China, & Nvidia’s supply chain moat
“Announced multi-gigawatt TPU deal with Anthropic and Google; competing chip supplier”
Big Technology Podcast · Apr 10, 2026
Anthropic’s Mythos Dilemma, Violence Against AI, Tokenmaxxing at Meta
“Member of Mythos Project Glasswing consortium”
Hard Fork · Apr 10, 2026
Anthropic’s Cybersecurity Shock Wave + Ronan Farrow and Andrew Marantz on Their Sam Altman Investigation + One Good Thing
“Internet infrastructure company granted access to Claude Mythos for defensive cybersecurity testing”
Motley Fool Money · Apr 8, 2026
Why Alphabet is the Winner from Anthropic’s Incredible Growth
“Announced TPU partnership with Google and Anthropic for AI infrastructure deployment”
Daily Tech News Show · Apr 8, 2026
Anthropic’s Move to Secure the World - DTNS 5243
“Chip maker partner in Project Glasswing providing resources for critical software security.”
TBPN · Apr 8, 2026
Meta Tokenmaxxing, Intel Joins Terafab, Frontier AI vs. China | Diet TBPN
“Partnering with Anthropic and Google for multiple gigawatts of TPU capacity allocation”
The AI Daily Brief: Artificial Intelligence News and Analysis · Apr 8, 2026
OpenAI's New Deal
“Manufacturing TPUs for Google; secured multi-billion dollar guaranteed demand through Anthropic compute partnership”
Mad Money w/ Jim Cramer · Apr 7, 2026
'Mad Money w/ Jim Cramer 4/7/26
“Custom chip maker; won deals with Google and Anthropic; up 6% on positive news”
Daily Tech News Show · Apr 7, 2026
Why Does Jason Love Claude Cowork So Much? - DTNS 5242
“Signed deal to supply 3.5 gigawatts of custom Google TPU processing units to Anthropic starting 2027”
This Week in Startups · Apr 2, 2026
How 3 CEOs Use AI to Run $10B in Companies | This Week in AI
“Typically builds custom chips for hyperscalers as alternative to NVIDIA”
Better Offline · Mar 25, 2026
NVIDIAdrome with Steve Burke of GamersNexus
“Semiconductor supplier with no confirmed sales to OpenAI despite $100B infrastructure claims”
Morning Brew Daily · Mar 2, 2026
Anthropic Blacklisted By US Government? & US-Iran War Disrupts Gulf Travel
“Chip-making giant reporting earnings this week amid ongoing concerns about AI market saturation and disruption.”
Mad Money w/ Jim Cramer · Feb 28, 2026
Mad Money w/ Jim Cramer 2/27/26
“$1.5T semiconductor and software company; Cramer views as too difficult to own despite quality due to market sentiment”
Mad Money w/ Jim Cramer · Feb 27, 2026
Mad Money w/ Jim Cramer 2/26/26
“Semiconductor company crushed in hardware tech rotation despite multi-year winning track record”
CNBC's "Fast Money" · Feb 26, 2026
Nvidia Fails To Lift Markets… And The Latest Media Drama For Warner Bros. Discovery 2/26/26
“Semiconductor stock among biggest laggers; key catalyst expected next week with earnings”
AI + a16z · Feb 24, 2026
AI’s Capital Flywheel: Models, Money, and the Future of Power
“Mentioned in context of OpenAI's custom silicon partnerships”
Latent Space: The AI Engineer Podcast · Feb 19, 2026
Inside AI’s $10B+ Capital Flywheel — Martin Casado & Sarah Wang of a16z
“Referenced for custom silicon partnerships with AI companies”
The a16z Show · Feb 19, 2026
Capital, Compute, and the Fight for AI Dominance
“Mentioned as OpenAI's custom silicon partner for ASIC development”
Higher Learning with Van Lathan and Rachel Lindsay · Feb 17, 2026
LeBron and Israel, the “Kevin Durant Files,” and the Beautiful Hellscape of Culver City
“Referenced as recipient of Anthropic's $21B chip purchase commitment”
CNBC's "Fast Money" · Feb 6, 2026
Mini Correction or Fundamental Rethinking?… And Bitcoin Bounces Back After Plunge 2/6/26
“Positioned as beneficiary of custom chip development by hyperscalers, with inference capabilities closer than expected.”
Mad Money w/ Jim Cramer · Feb 5, 2026
Mad Money w/ Jim Cramer 2/4/26
“Likely beneficiary of Google's $175-185B capex spending on AI infrastructure”
CNBC's "Fast Money" · Feb 4, 2026
Alphabet Reports Results… And Pharma Stocks Diverge In Weight Loss Drug Race 2/4/26
“Manufactures Google's TPUs; up 6% after hours; received $21B order from philanthropic for Google TPU”
The Megyn Kelly Show · Jan 29, 2026
Trump Teams Up with Nicki Minaj, Details on Rep. Omar Incident, Rubio vs Senate Dems: AM Update 1/29
“Announced matching contributions for employees joining Trump Accounts program”
The AI Daily Brief: Artificial Intelligence News and Analysis · Jan 22, 2026
AGI Timelines Shift Forward
The Shawn Ryan Show · Jan 15, 2026
#271 Ro Khanna - The Internal Failures Undermining America’s Institutions
“Major Silicon Valley tech company with significant wealth concentration in Khanna's congressional district”
Tech Brew Ride Home · Jan 7, 2026
CES Day 3
“Announced Wi-Fi 8 chipsets at CES despite standard not being ratified until late 2028”
The Compound and Friends · Jan 2, 2026
Welcome to 2026
“Valuation compressed from 190x to 72x P/E (adjusted for VMware acquisition); semiconductor ecosystem beneficiary”
AI + a16z · Dec 30, 2025
Feed Drop from The Generalist: Why a16z's Martin Casado believes the AI boom still has years to run
The a16z Show · Dec 30, 2025
Why a16z's Martin Casado Believes the AI Boom Still Has Years to Run
All-In with Chamath, Jason, Sacks & Friedberg · Nov 7, 2025
Does OpenAI Need a Bailout? Mamdani Wins, Socialism Rising, Filibuster Nuclear Option
“Partner in OpenAI infrastructure deals; stock down significantly following bailout controversy”
BG2Pod with Brad Gerstner and Bill Gurley · Oct 31, 2025
All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley · Oct 14, 2025
AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad Gerstner
“Announced partnership with OpenAI to build custom inference accelerator chip”
BG2Pod with Brad Gerstner and Bill Gurley · Sep 26, 2025
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner
“Networking competitor; mentioned in context of NVIDIA's competitive moat discussion”
Acquired · Jan 21, 2025
TSMC (Remastered)
“Fabless semiconductor company; early TSMC customer in foundry model”