Apollo, Blackstone Back Anthropic's $35 Billion Capacity Expansion in New Broadcom Tie-Up
Apollo and Blackstone are financing ⁠a $35 ⁠billion expansion of AI ⁠computing capacity for Anthropic using Broadcom's custom ...
Tech Times
NVIDIA Is Not the Only AI Chip Winner: Broadcom Forecasts $56 Billion as Custom Silicon Demand Surges
Broadcom CEO Hock Tan expects fiscal 2026 AI semiconductor revenue to approach $56 billion, nearly tripling in one year. The ...
AMD is picking the harder fight
There's more to AI chips than Nvidia. Both of these contenders have much to offer, but one is a clear winner moving forward.
Broadcom set to shed $300 billion in value as AI results fail to impress
Broadcom shares slumped more than 14% ​on Thursday, dragging chip peers lower, after the company's results fell short of ...
AVGO Stock Extends Post-Earnings Selloff: Analysts, Retail Expect Strong Rebound
Stocktwits sentiment for AVGO was ‘extremely bearish’ (99/100) on Thursday morning. Broadcom shares plunged more than 12% in ...
Broadcom's sales and AI chip forecast comes in below expectations, shares tumble
Chipmaker Broadcom missed Wall Street expectations ​for second-quarter revenue on Wednesday and its top executive left a ...
DIGITIMES
Broadcom advances OpenAI custom chip program, expands Anthropic AI compute initiative
Broadcom said its AI semiconductor business remained in an "insatiable" demand environment on its second quarter of fiscal ...
Android
Meta Halts Custom AI Chip Deal with Samsung, Report Claims
According to Korean media reports, Meta asked Samsung to pause work on their custom chip project. It’s also not clear how far development had progressed before Meta reportedly asked to temporarily ...
Why we're raising our price target on Broadcom despite its post-earnings sell-off
Broadcom posted strong quarterly results after the bell on Wednesday, but didn't provide enough upside to its guidance to ...
The Road To A Trillion Dollars Is Long, But Marvell Is Keeping Pace
Jensen Huang's endorsement of Marvell Technology at Computex 2026 on June 1 gave investors a sharp reminder that the AI ...
Qualcomm strikes AI chip deal with ByteDance for data centers
ByteDance is set to procure millions of Qualcomm ASICs to support its AI agent software, marking a major push into AI ...
Seeking Alpha
Broadcom: Rock-Solid Custom Silicon Partnerships Create Massive Opportunity
Broadcom is aggressively positioning itself to lead in AI infrastructure development. AVGO has partnered with Meta, Applied Materials, and GlobalFoundries to launch a $125M AI chip research lab at ...