Bernstein's Rasgon Likes Long Term Story for Broadcom

The transcript discusses market expectations for Broadcom, focusing on AI's impact on revenue and business segments. It highlights the competitive landscape with NVIDIA and the potential growth in AI-related revenue. The discussion also covers the market performance of Broadcom and NVIDIA, and future trends in the semiconductor industry, emphasizing the dynamic nature of innovation.

What was the general sentiment about the quarterly results discussed in the video?

• The results were not discussed in the video.

• The results exceeded expectations significantly.

• The results were in line with expectations but not exceptional.

• The results were disappointing and below expectations.

What is the significance of the VMware deal for Broadcom?

• It is expected to have no impact on Broadcom's business.

• It is considered massively accretive and not yet reflected in the numbers.

• It is expected to decrease Broadcom's revenue.

• It is expected to be a minor deal with little significance.

How does Broadcom's AI business compare to NVIDIA's in terms of revenue contribution?

• Broadcom's AI business is larger than NVIDIA's.

• Broadcom's AI business is smaller but growing.

• Broadcom does not have an AI business.

• Broadcom's AI business is the same size as NVIDIA's.

What percentage of Broadcom's semiconductor revenue is expected to come from AI next year?

• 15%

• 10%

• 50%

• 25%

Which company besides Broadcom is mentioned as benefiting from AI revenue?

• Intel

• AMD

• NVIDIA

• Qualcomm

What is the expected impact of AI on Broadcom's core business?

• AI will negatively impact the core business.

• AI will have no impact on the core business.

• AI is expected to become the core business.

• AI will slightly impact the core business.

What is the main theme discussed for the future of the semiconductor industry?

• The industry is declining with no future prospects.

• The industry is dynamic with continuous innovation.

• The industry is static with no room for innovation.

• AI is the only focus for the future.