Dina Bass
speaker
144 appearances
6 recordings
1 series
first heard Nov 2025
last heard 22 Jul
Dina Bass’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 6 in all, peaking in Jul 2026 with 2.
Appearances
So the vast majority of the AI chips that are used are NVIDIA's GPUs.
The alternatives increasingly are coming from some of the hyperscalers and the large frontier labs that are making their own custom chips.
And Broadcom has several of the biggest customers there.
We talk a lot on this show in the past few months about Google's TPU.
That's made with Broadcom.
Anthropic is buying a bunch of those and paying Broadcom for them.
Meadow works with Broadcom.
And those three companies have signed extended long-term deals with Broadcom in the last few months.
They already had deals and they expanded them.
And so what we're seeing from Broadcom is, according to Bloomberg intelligence analysts, a better visibility of what the long-term picture looks
like for that pipeline.
That's been something I think investors have been a little bit concerned about.
What is the long-term pipeline?
When do these contracts come online?
And if they're multi-year contracts, what is the amount of revenue that Broadcom is going to be able to get from each of them in each quarter?
How does that kind of play out?
But there is now greater visibility.
Sure, I think they people want to see continued signals on the demand.
The demand signals uh last month from all of the large cloud providers that reported as particularly Google but also AWS and Microsoft were that uh demand for AI capacity, as you said, remains extreme extremely strong.
Uh we just saw Anthropic sign a deal with uh XAI to take up some of their capacity.
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