COMPANY

Broadcom

AVGO:US

Primary coverage by Pierre Ferragu

Research

Events

Mar
14
Technology

Conference Call: GPUs vs. ASICs – Clash of the Titans.

March 14, 2025 — Virtual
Hosted by Pierre Ferragu and Antoine Chkaiban

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Mar
13
Technology

Asia Tech Tour Debrief: NVDA, Tariffs, Embargoes, PC & Smartphone

March 13, 2025 — Virtual
Hosted by Peter Vogel and Rolf Bulk

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Feb
25
Technology

Intel: Breaking up the dream?

February 25, 2025 — Virtual
Hosted by Pierre Ferragu

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Oct
11
Technology

Replay: InstaDeep CEO, Karim Beguir - Generative AI for hard problems

October 11, 2024 — Virtual
Hosted by Pierre Ferragu

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Oct
3
Technology

Replay: Syntiant CEO, Kurt Busch - Generative AI at the Edge: From silicon to Software

October 3, 2024 — Virtual
Hosted by Pierre Ferragu

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Sep
26
Technology

REPLAY: Asia Tech Tour Debrief: Updates on CoWoS, HBM, AI server, AI PCs and more.

September 26, 2024
Hosted by Pierre Ferragu

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Aug
15
Technology

REPLAY: Gen AI Infra: Who is spending what? Where will revenues come from? The ultimate industry model.

August 15, 2024
Hosted by Pierre Ferragu and Antoine Chkaiban

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Jul
10
Technology

Replay - Conf Call: AI Stocks: 360° health check after the June Rally: Downgrading Nvidia, maintain buy on others.

July 10, 2024
Hosted by Pierre Ferragu

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Mar
27
Technology

Replay - Conf Call: Nvidia, Broadcom, and the future of AI: deeper thoughts on the back of last week’s events

March 27, 2024 — Virtual
Hosted by Pierre Ferragu and Antoine Chkaiban

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Jan
26
Technology

Replay: $400bn spent on datacenter AI chips in 2027? Part II: Implications for infrastructure providers - Conference Call

January 26, 2024 — Virtual
Hosted by Pierre Ferragu and Antoine Chkaiban

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Jan
17
Technology

Replay: AI Chip Architectures. Fireside chat with Raja Koduri (former Apple, AMD & INTEL).

January 17, 2024 — Virtual
Hosted by Pierre Ferragu

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Oct
18
Technology

Semi-cycle health check

October 18, 2022
Hosted by Pierre Ferragu

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Sep
12
Technology

The Tech Infrastructure Quarterly Bible 2Q22

September 12, 2022
Hosted by Pierre Ferragu

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Apr
19
Technology

Cloud spending spree: implications for optics

April 19, 2022
Hosted by Pierre Ferragu

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May
20
Technology

InstaDeep Fireside Chat - May 20th 2021

May 20, 2021
Hosted by Pierre Ferragu

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Mar
31
Technology

4Q20 Group 650 Call w/ Alan Weckel

March 31, 2021
Hosted by Pierre Ferragu

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Feb
11
Technology

Broadcom: strong year ahead (Cloud, 5G, IT Spending) and re-rating potential. Buy, $600 Target Price.

February 11, 2021
Hosted by Pierre Ferragu

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Jun
12
Technology

Understanding Cloud compute growth dynamics... and why Intel is a screaming buy.

June 12, 2020
Hosted by Pierre Ferragu

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May
28
Technology

FPGA and Accelerated Computing Virtual meeting with Mipsology's CEO

May 28, 2020
Hosted by Pierre Ferragu

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Apr
17
Technology

Datacenter & Data Networking Virtual Catch-up with Group 650 founder, Alan Weckel - April 2020

April 17, 2020
Hosted by Pierre Ferragu

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Jun
6
Technology

The Tech Infrastructure Quarterly Bible 1Q19 - What we learnt in the quarter and our updated thoughts

June 6, 2019
Hosted by Pierre Ferragu

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Feb
20
Technology

Tech Infrastructure Quarterly Bible 4Q18

February 20, 2019
Hosted by Pierre Ferragu

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Nov
28
Technology

The Tech Infrastructure Quarterly Bible 3Q18: What we learnt in the quarter and our updated thoughts

November 28, 2018
Hosted by Pierre Ferragu

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Jul
13
Technology

Broadcom CA Technologies Acquisition

July 13, 2018
Hosted by Pierre Ferragu

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Jun
1
Technology

Broadcom Deep Dive

June 1, 2018
Hosted by Pierre Ferragu

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May
4
Technology

Initiation Presentation

May 4, 2018
Hosted by Pierre Ferragu

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Broadcom

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Research

Events