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In this episode of Chip Stock Investor, Nick and Kasey pick up where they left off from Broadcom’s Enabling AI Infrastructure event and dive into Broadcom's big strides in AI infrastructure software, focusing on its recent acquisition of cloud software giant VMware.

Broadcom’s biggest customers are scaling up their data centers with hardware, but they’ll need the software to operate that new infrastructure. Nick and Kasey explain the company’s approach to software, its partnership with Nvidia last year so VMware users can operate GPUs in AI training and inference, and recent moves made by management to pay off the debt taken on the purchase of VMware.

The video explores why Broadcom could be a top software investment in the years ahead as new accelerated computing chips and infrastructure get installed in data centers, as well as a look at valuation and expectations the market has for Broadcom.

Stay tuned for our next videos on PureStorage and DigitalOcean!

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Chapters:
00:00 Broadcom's Software Segment
03:27 Broadcom's Acquisition Strategy: A Shift Towards Software
04:56 VMware's Strategic Fit Within Broadcom
06:53 Financial Implications of the VMware Acquisition
15:52 Broadcom's Strategy: Maximizing Profit Over Growth
16:00 Regulatory Scrutiny and Customer Impact
18:01 Valuation and Investment Outlook for Broadcom


Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.

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Nick and Kasey own shares of Broadcom