Dave Vellante's Breaking Analysis: The AI Era Brilliantly Illuminated By Two Different Industry Pathways
The past week witnessed two major events taking place in the domain of artificial intelligence (AI): the Nvidia GTC conference and the Broadcom investor day. Breaking Analysis is a weekly editorial program combining knowledge from SiliconANGLE's theCUBE with spending data from Enterprise Technology Research. This program blends insights from theCUBE with spending data from ETR to share independent, unfiltered editorial with the SiliconANGLE, theCUBE, and Wikibon communities.
The article states that the GTC conference was historically significant as it highlighted the beginning of the AI era and how it would permanently change the world. Broadcom's investor day showed the highly differentiated strategies and paths that Nvidia and Broadcom are taking. These two companies are the best positioned to capitalize on the AI wave and will dominate their respective markets for the better part of a decade. However, the article argues that the ecosystems created by these companies will create more value than the companies themselves.
The article further analyzes the strategies adopted by Nvidia and Broadcom. Nvidia aims to conquer AI computing with its GPUs, whereas Broadcom is emphasizing its semiconductor business to serve established markets with major engineering investments to achieve dominant positions in each of its target sectors. Though these paths are different, they can potentially collide in the future.
The article is concluded by stating that though the GTC conference and Broadcom investor day highlighted the brilliant prospects of the AI era, the true potential of AI can only be realized when AI is made accessible and affordable to businesses of all sizes and scopes. AI's promise will only be fully realized when every company, small or big, old or new, can harness the power of AI to innovate, solve problems, and deal with the complexities of running a business in today's fast-changing world.