Workflow
revenue ramp
icon
Search documents
Stacy Rasgon: Broadcom's new client orders remind me of Nvidia's revenue ramp
CNBC Televisionยท 2025-09-05 20:14
Uh joining me now is top chip analyst Bernstein and Stacy Rasgen and Broadcom shareholder Blueline Capitals Bill Baroo. Thank you both for being here. Uh Stacy, there are, you know, reports out there that it's OpenAI that's working with Broadcom to develop a custom AI chip.What do what do you see as the implications of that. Yeah, you bet. So, by the way, it's it's been speculated. It's open AI. It's plausible.Whoever this is is moving very very quickly. um seems to sort of fit with their uh persona. Now, t ...