Who is on this subjectordered by the date of their first quote here
3 of 3 lanes rest on fewer than 5 quotes and are marked thin. Offsets are days from the middle first-quote date, 9 Dec 2025 — a date, and nothing else. It is not a claim about who reached a view first.
- Dylan Patel 1 thin 23 Dec 2024 – 23 Dec 2024 -351 d
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Gavin Baker
2
thin
9 Dec 2025 – 8 Jul 2026
+0 d
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Marc Rowan
1
thin
4 Aug 2026 – 4 Aug 2026
+238 d
The chronologysourced and dated, oldest first
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Dylan Patel
Patel says Google built rack-scale AI systems with Broadcom in 2018 before NVIDIA deployed similar architecture.
“Google did something very similar in 2018, right, with the TPU. Now they couldn't do it alone. Right? They know the software.”
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Gavin Baker
Baker explains Google pays Broadcom 50-55% gross margins for back-end TPU design and Taiwan Semi management.
“I think part of that is, so Google, let's say the TPU, so there's front end and back end of semiconductor design, and then there's dealing with Taiwan Semi.”
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Gavin Baker
Baker explains Hock Tan's model is opposite of Dell's: find drained profit pools with no competition, enter, and raise prices.
“Hock's model has always been to find a profit pool that has been drained and there's no competition left, enter that and jack prices up.”
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Marc Rowan
Rowan reports Q2 originations of $74 billion, excluding Broadcom which was the sector's largest ever origination.
“Origination here was a very strong quarter, 74,000,000,000. Just to give you some perspective, that does not include Broadcom, the largest origination in our sector ever, or a number of others.”
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