Breaking Analysis: The unplanned genius of Broadcom's route to AI dominance
Channel: SiliconANGLE theCUBE
Date: 2024-03-03

In this week’s Breaking Analysis, we extract key nuggets from our sit down at MWC 2024 with Charlie Kawwas, president of Broadcom’s Semiconductor Solutions Group, as we unpack the contrarian business technology model of Broadcom.

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Broadcom is perhaps the most unique company in the technology business. It doesn’t simply chase markets that are on steep growth curves and can deliver short term ROI. Rather it goes after established markets with durable franchises.

Read the full article https://siliconangle.com/2024/03/02/unplanned-genius-broadcoms-route-ai-dominance/

Broadcom focuses its R&D on serving customers in these markets with major engineering investments to achieve a dominant position in each of its target sectors. And sometimes, the company lucks out with this strategy and catches a wave accidentally by design.

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Be sure to follow Dave's weekly Breaking Analysis podcast as well, for the deep data dives on enterprise computing trends, from spending patterns to Wall Street implications.
https://www.youtube.com/playlist?list=PLenh213llmcZMTRZKjnAwesSCiuLQT21E

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