Shows
Tech DisruptorsScale Out to Scale Up in Broadcom’s AI Network“AI is a distributed system — and the network is the computer,” says Ram Velaga, senior vice president of Broadcom’s Core Switching Group. In this episode of Tech Disruptors, Velaga joins Bloomberg Intelligence’s Kunjan Sobhani to explain how Ethernet is expanding from scale-out AI networking into the scale-up domain, challenging proprietary solutions like NVLink and Infiniband. The discussion covers Broadcom’s Tomahawk 6 and Ultra product lines, its open SUE spec, and why simplicity, bandwidth and vendor neutrality may shape the next generation of AI infrastructure.2025-07-1537 min
Stock MoversClosing Bell: Wells Fargo Surges, Broadcom Higher, Dollar General JumpsOn this episode of Stock Movers: Listen for comprehensive cross-platform coverage of the US market close as heard on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Katie Greifeld, Carol Massar and Tim Stenovec. Wells Fargo (WFC) finally escaped a Federal Reserve asset cap that has restricted its size for more than seven years, unleashing the firm from the unprecedented punishment in a major win for Chief Executive Officer Charlie Scharf. The bank’s shares surged. The Fed said in a statement Tuesday that Wells Fargo met all conditions required by an enforcement action imp...2025-06-0307 minStock MoversDollar General Jumps, Constellation Higher on Meta Deal, Broadcom RisesOn this edition of Stock Movers:- Dollar General (DG) surged after increasing its annual guidance following a first quarter that topped projections. The discount chain also said it expects to mitigate a significant amount of the tariffs currently in place. The company sees same-store sales gaining as much as 2.5% this fiscal year, up from guidance in March calling for an increase as high as 2.2%. The retailer also nudged up expectations for earnings per share. “We are pleased with our start to the year,” Chief Executive Officer Todd Vasos said in the earnings release. The company said it’s...2025-06-0304 min
The Q&AI PodcastBeyond GPUs: Broadcom is Driving the AI RevolutionIn this episode of The Q&AI Podcast, Bob chats with Ram Velaga of Broadcom about their pivotal role in the AI world. They explore the rise of custom AI accelerators, the GenAI boom, and how Broadcom enables massive AI clusters. They also discuss AI's practical applications within Broadcom, build vs buy strategies, the future of AI, and the networking revolution it's driving, both in data centers and at the edge.-----Key points covered:Broadcom's role in AI: How Broadcom provides essential IP and networking solutions for AI...2025-02-2722 min
What's Up with Tech?The Pioneers of Networking: How Ethernet is Shaping AI's TomorrowInterested in being a guest? Email us at admin@evankirstel.comUnlock the secrets behind Ethernet's transformation into a powerhouse of AI computing, as we sit down with Broadcom's very own Ram Velaga. With a career steering a team of 1300 engineers toward groundbreaking advancements in switching, routing, and networking, Ram offers an insider's perspective on Broadcom's strategic mastery under the astute leadership of Mr. Hock Tan. Discover how a focused vision and exceptional execution have led to a suite of industry-leading products and minimal staff turnover, and grasp the critical importance of Layers 2 and 3 networking in the...2024-02-0523 minTech DisruptorsBroadcom Paving Path to Power Cloud AI NetworksNetworking has traditionally been one of the bottlenecks within hyperscale cloud infrastructure and is under greater scrutiny in artificial intelligence workloads. Broadcom’s senior vice president of Core Switching Ram Velaga sits down with Bloomberg Intelligence’s semiconductor analyst Kunjan Sobhani and hardware analyst Woo Jin Ho in this Tech Disruptors podcast episode to discuss Broadcom’s growing role in hyperscale cloud AI networks, led by its Jericho3-AI chip, and how Ethernet could emerge as the preferred protocol to transport AI traffic.2023-07-1138 min