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Broadcom’s 5x Surge in 3 Years: How Hock Tan, America’s Top-Paid CEO, Challenges Nvidia’s Moat

karin623

New member
When people think of Nvidia’s biggest rival, most point to AMD and Lisa Su. But the real challenger today isn’t in GPUs at all—it’s Broadcom, led by the ever-blunt Hock Tan.

Over the past two years, Broadcom’s market cap has soared 261% to $1.4 trillion, making it the world’s second-largest semiconductor firm after Nvidia. Broadcom has quietly become the go-to partner for hyperscalers building their own AI ASICs, from Google’s TPUs to Meta’s accelerators.

So how exactly does Hock Tan take aim at Nvidia’s moat? Is Broadcom steadily chipping away at Nvidia’s GPU dominance—or is Nvidia’s full-stack ecosystem still an unbreakable fortress?

 
That article is incorrect about the history of NVLink. NVLink was not developed by Mellanox, it was developed internally. First NVLink availability was 2014, Mellanox was acquired in 2019. The incompetence of the semiconductor press, worldwide, never stops amazing me.

As for Ethernet being competitive for scale-up networking, good luck with that.

I also enjoyed the quip in the article about Huang introducing two new terms in his keynote at the 2025 GTC conference, scale-up and scale-out. Seriously? Intel's data center product management people invented those terms at least 20 years ago. The article's author should consider another career, like shining shoes.
 
That article is incorrect about the history of NVLink. NVLink was not developed by Mellanox, it was developed internally. First NVLink availability was 2014, Mellanox was acquired in 2019. The incompetence of the semiconductor press, worldwide, never stops amazing me.

As for Ethernet being competitive for scale-up networking, good luck with that.

I also enjoyed the quip in the article about Huang introducing two new terms in his keynote at the 2025 GTC conference, scale-up and scale-out. Seriously? Intel's data center product management people invented those terms at least 20 years ago. The article's author should consider another career, like shining shoes.
While Intel did many innovative stuff they also screwed around the most
 
While Intel did many innovative stuff they also screwed around the most
Inventing those terms doesn't fall into my "innovative stuff" category. "Innovative" would be more like inventing NVMe, which has become the industry standard for a storage access protocol, completely replacing iSCSI.

Edit: also completely replacing SCSI.
 
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Not those term but in general more like Optane, NVMe 😅
Agreed. I'd go a step further, for industry standards and specifications, Intel is the most innovative and prolific company in computing industry history. A list of some of the industry specifications Intel either led or was a major participant in (just off the top of my head):

Ethernet (Yes, Ethernet. Intel, DEC, and Xerox contributed the original documents which became the basis for IEEE 802.3.)
PCI
PCI Express
USB
Thunderbolt
NVMe
NVMe over Fabrics
InfiniBand
WiFi
WiMax (ok, bad example)
O-RAN

There are probably others, but I'm too lazy to search. I would also argue Intel has been a driving force behind Linux, including the Linux Foundation.

(Optane was technically innovative, but was not a good commercialization example. ;) )
 
Agreed. I'd go a step further, for industry standards and specifications, Intel is the most innovative and prolific company in computing industry history. A list of some of the industry specifications Intel either led or was a major participant in (just off the top of my head):

Ethernet (Yes, Ethernet. Intel, DEC, and Xerox contributed the original documents which became the basis for IEEE 802.3.)
PCI
PCI Express
USB
Thunderbolt
NVMe
NVMe over Fabrics
InfiniBand
WiFi
WiMax (ok, bad example)
O-RAN

There are probably others, but I'm too lazy to search. I would also argue Intel has been a driving force behind Linux, including the Linux Foundation.

(Optane was technically innovative, but was not a good commercialization example. ;) )
Just to add a few
CXL maybe UCI-e as well though i am yet to see a UCI-e Chips in masses
Not just hardware Software as well See Khronos Group that published Vulkan/OpenCL/OpenGL for Graphics and compute
 
Just to add a few
CXL maybe UCI-e as well though i am yet to see a UCI-e Chips in masses
Not just hardware Software as well See Khronos Group that published Vulkan/OpenCL/OpenGL for Graphics and compute
Excellent additions. How could I forget about CXL and UCIe? Must be old age. UALink too.

UCIe appears to be going well. CXL ran aground and is now mostly about memory sharing.

Also agreed about software specifications.
 
Excellent additions. How could I forget about CXL and UCIe? Must be old age. UALink too.

UCIe appears to be going well. CXL ran aground and is now mostly about memory sharing.

Also agreed about software specifications.
Forgot about ATX as well and ACPI and UEFI i am pretty sure we will find more if we keep going 🤣
 
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