Dave Vellante's Breaking Analysis: The AI Era Brilliantly Highlighted By Two Different Paths Of Nvidia And Broadcom

Data driven decisions are at the heart of the enterprise technology industry. Each week, SiliconANGLE's theCUBE and Enterprise Technology Research produce a one-hour livestream called Breaking Analysis, taking a deeper look into the numbers behind the headlines. In this episode, Dave Vellante, co-founder and chief analyst at Wikibon, reviewed two significant events that took place this week: Nvidia's GTC conference and Broadcom's investor day. GTC was significant for its reach, vision, ecosystem impact, and broad-based recognition that the AI era will permanently change the world. It highlighted Nvidia's strategy, dominated by GPUs and advanced AI platform capabilities. In contrast, Broadcom's investor day showcased its differentiated, but overlapping, strategies, focusing on mainframes, modular components, and an ongoing acquisition spree. Vellante noted that these two companies are the best positioned to dominate their respective markets for the better part of a decade in the AI wave. However, he also emphasized that they are enablers of a broader ecosystem that collectively creates more value than either company alone.

This week on Breaking Analysis, Vellante shared his perspectives on the current state of AI and the divergent, but overlapping, strategies that Nvidia and Broadcom are taking to lead the way. He discussed the potential collision course that these strategies may be heading towards and why Intel's Pat Gelsinger's vision to bring semiconductor manufacturing leadership back to the U.S. is a strategic imperative for the country. Vellante also graded his 2023 enterprise technology predictions and looked forward to upcoming predictions for 2024.

Additionally, Ivana Delevska, founder and chief investment officer at Spear Invest, joined the program to discuss cybersecurity investing and why she believes this market is sector agnostic, focusing more broadly on growth themes such as cybersecurity, semiconductors, and enterprise software. Delevska also shared her current emphasis on cybersecurity, semiconductors, and enterprise software and her thoughts on the continued success of CrowdStrike.

To watch the full episode, visit SiliconANGLE.com. You can also access, review, and download the accompanying presentation here.

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