Colin, I am looking forward to your new newsletter! I hope the newsletter will provide a single place to access all the knowledge you have to share. Let's make some $$$.
This is a kick ass article. What will be helpful is to understand how AVGO networking stacks up against NVDA and why (besides cost and sales pressure) one would pick NVDAs versus AVGO. If GPUs grow like gangbusters and networking for NVDA slows, then AVGO has a second accelerator besides the $90B TAM for specialized chips. Are there any schematic advantages of AVGO over NVDA networking ?
Colin, I am looking forward to your new newsletter! I hope the newsletter will provide a single place to access all the knowledge you have to share. Let's make some $$$.
Looking forward to making this newsletter a part of my weekly routine!
Colin, thank you so much for all your advice, Your a great man, I look forward to your posts making sense of it all for us :)
Right to the point! Enjoying the newsletter so far!
This is a kick ass article. What will be helpful is to understand how AVGO networking stacks up against NVDA and why (besides cost and sales pressure) one would pick NVDAs versus AVGO. If GPUs grow like gangbusters and networking for NVDA slows, then AVGO has a second accelerator besides the $90B TAM for specialized chips. Are there any schematic advantages of AVGO over NVDA networking ?
Will be out of the country starting Weds so I'll be there to sign up for the Equity Empire launching. I'll post you a note while abroad.