Broadcom’s margin is around 60%, which isn’t even that far from NVIDIA’s margin.
Let’s stop saying things like, “You need Broadcom’s design capability to compete with NVIDIA.” TPU v8i has already succeeded, hasn’t it?
Do you really think Broadcom’s margin is sustainable?
NVIDIA's new $1,999 box isn't interesting because of the hardware
It's interesting because of what it does to trust
Most people look at a machine like DGX Spark and immediately focus on the specs
> More memory
> More compute
> Bigger models
> Wrong angle
The real value shows up during the sales call
When you're pitching private AI, local inference or on-prem deployments, the hardest part is usually convincing buyers that your setup is legitimate
That's why third-party validation matters
The moment serious infrastructure reviewers start testing the hardware, the conversation changes
Now you're no longer asking a client to trust your opinion
You're pointing to a platform that has already been examined, benchmarked and discussed by people their IT team already follows
And that's the part most builders are overlooking
Everyone is talking about what the box can run
Very few are talking about what the box can help sell
$SNDK My call at $200 last year is becoming another "Bargain of the Century."
$3,250. $2,350. $2,300. $2,025. $1,825.
Susquehanna just set a $3,250 price target. Barclays upgraded and called "another leg higher."
Still early.
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Win over @packers on 1.1.2023 - Retweet this and follow me for a chance to win.
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