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Top related persons:
Hock Tan - 2 — - 1 Morgan Stanley - 1 Jensen - 1 Lisa Su - 1 Blackwell - 1 Huang - 1 Emma Cosgrove - 1
Top related locs:
Santa Clara , California ecosgrove@businessinsider.com U.S Oregon Informatica China Menlo Park , California
Top related orgs:
Broadcom - 3 Nvidia - 2 Microsoft - 2 Meta - 2 Google - 2 Business - 2 Service - 1 Devices - 1

Search resuls for: "Broadcom doesn't"


3 mentions found


☆ Nvidia is going on the defensive as the list of contenders grows
  + stars: | 2024-06-11 | by ( Emma Cosgrove | ) www.businessinsider.com   time to read: +5 min
Read previewThere are signs that Nvidia is adopting a defensive posture as competitors try to carve out a piece of the AI computing market it has dominated thus far. What does going on the defensive look like for a company with between 70% and 90% market share? Advertisement"Our sense is that investor expectations still haven't adjusted enough to the impacts the Blackwell launch will have on Nvidia competitors," the analysts wrote. The fast pace of new launches makes meaningful competition even harder to fathom according to Morgan Stanley. Morgan Stanley assessed that Broadcom is poised to gain market share while AMD's fate is less certain.
Persons: —, Morgan Stanley, Jensen, Lisa Su, Blackwell, Huang, Emma Cosgrove Organizations: Service, Nvidia, Microsoft, Meta, Google, Business, Devices, AMD, Taiwan Semiconductor Manufacturing Corp, Broadcom Locations: Santa Clara , California, ecosgrove@businessinsider.com
☆ Big Tech has split into 3 camps: loved, hated and iffy. Here's where our 8 stocks fit
  + stars: | 2024-04-24 | by ( Jim Cramer | ) www.cnbc.com   time to read: +8 min
META YTD mountain Meta Platforms YTD Meta has the biggest tailwind on Earth being dangled in front of it — the newly signed law that says Chinese company ByteDance must sell TikTok or face a U.S. ban on the short-form video platform. AMZN YTD mountain Amazon YTD Amazon is also in the loved category but reports this coming Tuesday. NVDA YTD mountain Nvidia YTD I have no idea how Nvidia got to be a fence-sitter. AVGO YTD mountain Broadcom YTD Broadcom is iffy. CRM YTD mountain Salesforce YTD Salesforce has become mighty complicated.
Persons: I'm, Mark Zuckerberg, Meta, Andy Jassy, It's, Claude AI, Jensen Huang, Nvidia's, hasn't, it's, Hock Tan, Salesforce, Marc Benioff, what's, that's, Jim Cramer's, Jim Cramer, Jim, Carlos Barria Organizations: Microsoft, Meta, he's, Google, Amazon, Services, Nvidia, Broadcom, Blackwell, VMWare, calvary, PayPal, Informatica, Apple, CNBC, Facebook Locations: U.S, Oregon, Informatica, China, Menlo Park , California
☆ Broadcom CEO tells VMware employees that it doesn't do company-wide parties or employee-resource groups: 'That's an alien concept to me'
  + stars: | 2023-11-30 | by ( Rosalie Chan | ) www.businessinsider.com   time to read: +3 min
On Tuesday, Broadcom CEO Hock Tan addressed questions from VMware employees in an all-hands meeting. Some employees asked about company culture perks such as employee-resource groups and company-wide parties – both of which Tan said Broadcom doesn't do, according to a recording of the meeting viewed by Business Insider. Tan added that Broadcom doesn't have those groups although it doesn't mean the company shouldn't and that it could learn from them. He said Broadcom doesn't do celebrations on a company-wide basis, but each division can choose to have celebratory or team-building events if they want. Broadcom laid off VMware employees on Monday.
Persons: Hock Tan, Tan Organizations: Broadcom, VMware, Business, Broadcom doesn't
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