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  • Info
49. Broadcom Update, theCUBE Look Ahead
March 7, 2024
Last week, the Broadcom interview with Charlie Kawwas and the CTO at Dell Technologies generated a lot of buzz. CrowdStrike had great earnings, while Palo Alto Networks cited consolidation and spending fatigue. CrowdStrike is expected to surpass Palo Alto's value in the next 12 months. Broadcom earnings and MongoDB are coming up, and Nvidia's event is scheduled for next week. There is a shift towards a data-centric world in the AI infrastructure. The media industry is struggling, and trust is becoming valuable. Cisco is dealing with the challenge of organizin... Read more
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