NVDA vs AMD vs AVGO vs INTC

“We ramped new products designed specifically for China that don't require an export control license. Our Data Center revenue in China is down significantly from the level prior to the imposition of the new export control restrictions in October. We expect the market in China to remain very competitive going forward.”

“including the recently announced export controls for Instinct MI308X shipments to China”

“In this era or this current era of geopolitical tensions, and fairly dramatic actions all around by governments, yes, always some concern at the back of everybody's mind. But to answer your question directly, no. We don't have any concerns.”

“the lead time is really long to build for the Q3, Q4 ramp. We really need to start with us right now. That's why the inventory has increased.”

“We're taping out the industry's first two-nanometer AI XPU packaging 3.5D, as we drive towards a 10,000 teraflops XPU.”

“While supply for H100 prove, we are still constrained on H200. At the same time, Blackwell is in full production. We are working to bring up our system and cloud partners for global availability later this year. Demand for H200 and Blackwell is well ahead of supply and we expect demand may exceed supply well into next …”

“We began sampling our next-gen MI350 series with multiple customers in the first quarter and remain on track to begin accelerated production by mid-year.”

“Look, we think A6 have a place. We happened to think GPUs have a larger piece of that because the models are changing so much.”

“since our last earnings call, the two additional hyperscalers have selected Broadcom to develop custom accelerators to train their next-generation Frontier models. So even as we have three hyperscale customers, we are shipping XPUs in volume today. There are now four more who are deeply engaged with us to create their …”

“there's no reason why these four guys would not create a demand in the range of what we're seeing with the first three guys. But probably later. It's a journey. They started it later. And so they will probably get there later.”

“we announced our next-gen EPYC Venice processors are the lead HPC products for TSMC's 2-nanometer process node. Venice silicon is in our labs and performing well, with bring-up and validation progressing to plan to support a 2026 launch.”

“We're taping out the industry's first two-nanometer AI XPU packaging 3.5D, as we drive towards a 10,000 teraflops XPU.”

“In the first quarter, we started shipping our new Spectrum-X Ethernet networking solution optimized for AI from the ground up. It includes our Spectrum-4 switch, BlueField-3 DPU, and new software technologies to overcome the challenges of AI on Ethernet to deliver 1.6x higher networking performance for AI processing co…”

“we have taped out our next-generation 100 terabit Tomahawk 6 switch running 200G SerDes and 1.6 terabit bandwidth. We will be delivering samples to customers within the next few months.”

“what we see a lot of opportunity from is when you connect provide the networking connectivity through optical. But there are a lot of active elements including either, you know, multimode lasers which are called VCSELs or intervening lasers. For basically single mode. And we do both. So there's a lot of opportunity jus…”

“we absolutely believe the data center GPU will grow and we think it will grow strong double digits. We had a plan that was second half weighted and it still is.”

“these three hyperscale customers will generate a serviceable addressable market or SAM in the range of $60 to $90 billion in fiscal 2027. Beyond these three customers, we had also mentioned previously that we are deeply engaged with two other hyperscalers in enabling them to create their own customized AI accelerator.”