Alan Shimel, Kate Scarcella, and Hope Lynch examine the pressures facing Broadcom as it lands a $21 billion custom chip order while increasing its dependence on Google for AI-related growth. The discussion highlights broader concerns around pricing power, customer concentration, and shifting dynamics in the AI chip market.
The gang then turns to the growing environmental and local opposition confronting new AI data center projects, raising questions about how quickly infrastructure can scale to meet demand. The episode wraps with a look at IBM’s Project Alice, a multi-agent initiative designed to improve IT operations, and whether the technology is mature enough for broad enterprise adoption.