NVIDIA, Broadcom and the expanding breadth of AI
Mar 23 2024
28 mins
We attended both Nvidia Corp.’s GTC conference and Broadcom Inc.’s investor day this week where the artificial intelligence platform shift was on full display.In our view, GTC24 was the most important event in the history of the technology industry, surpassing Steve Jobs’ iPod and iPhone launches. The event was not the largest but, in our opinion, it was the most significant