NVIDIA, Broadcom and the expanding breadth of AI

We attended both Nvidia Corp.’s GTC conference and Broadcom Inc.’s investor day this week where the artificial intelligence platform shift was on full display.In our view, GTC24 was the most important event in the history of the technology industry, surpassing Steve Jobs’ iPod and iPhone launches. The event was not the largest but, in our opinion, it was the most significant in terms of its reach, vision, ecosystem impact and broad-based recognition that the AI era will permanently change the...