#broadcom
29 stories
Intel Secures Foundry Deals With Tech Giants
Intel reportedly lands foundry contracts with Apple, Nvidia, Broadcom, and others.
BigGo Finance · 1m
Supermicro Prioritizes Speed Over GPU Count in AI Factories
Supermicro cuts AI factory deployment time by 120 days using data pipelines and validation.
SiliconANGLE · 1m
Broadcom vs Nvidia: Which AI Stock Wins?
Nvidia's AI dominance makes it the better long-term pick over Broadcom for investors.
The Motley Fool · 1m
Topgolf ditches VMware, saves $11.3 million
After Broadcom's takeover threatened a 400 percent cost increase, the golf entertainment company migrated 12,000 virtual machines to VergeIO and slashed infrastructure spending.
Ars Technica · 2m
Asian Tech Rout Deepens as CXMT Chip Advance Hammers Samsung, SK Hynix
CXMT's 4F² DRAM design sparks semiconductor selloff, dropping KOSPI 7.2% and Samsung 8%.
BigGo Finance · 1m
Broadcom CEO warns AI investors are gambling blind
Hock Tan says most companies waste money on AI without understanding what they are doing, and capital may become the biggest constraint on the technology's growth.
The Next Web · 1m
Singapore AI Supply Chain Shift
Chipmakers expand in Singapore as AI demand strains chip capacity.
Nikkei Asia · 1m
Applied Materials Opens $5B Chip Research Facility
Applied Materials launches $5B facility to speed up AI chip innovation with industry partners.
SiliconANGLE · 1m
Europe's cloud sovereignty needs partnership, not isolation
European policymakers should recognize partnership models with proven technology providers as a valid path to cloud sovereignty, not a second-best option.
POLITICO · 2m
Wall St Dips as Oil Rises, Chip Stocks Fall
Wall Street drops as oil prices surge and semiconductor stocks slump amid Middle East tensions and rate hike fears.
mint · 1m
Nine in ten VMware customers eyeing the exit
Broadcom's licensing changes have 90% of VMware customers considering alternatives, but migration proves far harder than switching vendors.
TechRadar · 1m
Broadcom AI Growth Meets Margin Expectations
Broadcom's Q3 AI semiconductor revenue hits $16.7B, up 221% YoY, with strong margin guidance for Q4.
Alphastreet - Earnings Decoded. Market Intelligence Delivered · 1m
VMware exodus: 90 percent of users seek alternatives
Broadcom's price hikes and licensing changes are pushing VMware customers to explore other virtualization platforms and multi-vendor strategies.
Ars Technica · 1m
Broadcom Boosts AI Revenue with Aggressive Projections
Broadcom's AI semiconductor revenue jumps 221% YoY as CEO targets $115B fiscal 2027 revenue.
24/7 Wall St. · 1m
AI Chip Supplier Camtek Gains Momentum
Camtek's AI chip inspection tech could outpace Nvidia in AI growth.
Yahoo Finance · 1m
VGT Holds Tech But Skips Google, Meta, Amazon
VGT's tech fund excludes Google, Meta, Amazon due to sector rules.
24/7 Wall St. · 1m
Bernstein backs Nvidia and Broadcom despite AI slowdown talk
A top chip analyst sees strong growth ahead for two AI semiconductor leaders, even as debate rages over whether AI development should pause.
CNBC · 3m
Marvell, AMD & Broadcom 2027 Price Targets
Analyst predicts Marvell, AMD, and Broadcom could hit $325, $800, and $600 by 2027.
24/7 Wall St. · 1m
Hock Tan Guides Broadcom to $230 Billion AI Revenue
Broadcom CEO Hock Tan projects $230 billion in AI semiconductor revenue by 2028, sparking investor confidence.
Yahoo Finance · 1m
OpenAI CFO Explains Nvidia's Losing Edge
OpenAI's CFO reveals why Nvidia isn't the only AI chip supplier anymore.
Yahoo Finance · 1m
AI Stock Hints at $500 Billion Boom
Broadcom's AI chip surge could hit $500B by 2030.
Yahoo Finance · 1m
Broadcom AI Growth Outpaces Stock Price
Broadcom's AI revenue surge could lift shares 19% in next year
24/7 Wall St. · 1m
Broadcom Stock Plummets 13.7% After Anthropic Slowdown
Broadcom shares drop 13.7% as Anthropic delays AI chip orders, Wall Street targets $532
Yahoo Finance · 1m
Broadcom $5,000 to $11,000 by 2028
A $5,000 investment in Broadcom could grow to $11,000 by 2028 based on AI revenue projections.
Yahoo Finance · 1m
Anthropic's $517B spending spree fuels AI chip stocks
Despite calling for AI slowdowns, Anthropic is committing massive capital to compute infrastructure, creating windfalls for chip makers.
Yahoo Finance · 1m
3 chip stocks poised for AI boom
Broadcom, Micron, and Marvell raised guidance as hyperscalers accelerate AI infrastructure spending.
Yahoo Finance · 2m
The battle for AI's fastest connections inside the rack
NVIDIA dominates in-rack networking for AI, but hyperscalers and new standards are challenging its grip on the technology.
Futuriom · 1m
Broadcom's CEO shrugs off the AI slowdown talk
Hock Tan says Anthropic's call to slow down changes nothing about Broadcom's $230 billion AI target.
CNBC · 1m
Investors bail on AI, pile into old economy
A weekend of regulation talk sent AI money running toward the very industries AI was meant to replace.
Investor's Business Daily · 1m
