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Tim Cook hands the Apple CEO baton to John Ternus after a historic 15-year tenure that delivered massive returns. The new leadership inherits strong growth drivers like AI and Services, but faces hig…
A networking company (likely Extreme Networks) reported 13% revenue growth in FY2026, driven by its Platform ONE subscription model and enterprise wins. FY2027 guidance projects $1.38-1.4B revenue wi…
Google is reportedly developing 'Frozen v2,' a custom AI chip 6-10x more efficient than TPUs, aimed at boosting Gemini model performance and reducing inference costs, expected by 2028.
Giverny Capital's Q2 2026 letter highlights TSMC's ~100% gain and 68% YoY June revenue growth, underscoring robust AI-driven chip demand benefiting major customers like Nvidia, Broadcom, and Apple.
Nvidia underperforms in 2026 amid concerns over Meta's in-house AI chip push with Broadcom/TSMC. Despite this, Nvidia's inference chip dominance (74% share) and expanded Meta partnership suggest long…
Nvidia faces increased competition as Meta and Broadcom develop custom AI chips, but Nvidia's next-gen hardware maintains significant performance advantages, supporting a cautiously positive outlook.
Sullivan & Cromwell forms a digital infrastructure group, advising tech giants including Microsoft and Google Cloud on AI-related financing and data center projects, indicating growing opportunities …
Google's partnership with Broadcom on advanced custom AI chips, including Gemini 3 TPUs, signals strong growth potential, supported by expanding AI infrastructure demand and alliances with Meta and O…
Investors await the Fed's likely rate cut, with Microsoft and Nvidia gaining amid speculation of Microsoft designing custom chips with Broadcom, while tech stocks remain cautious ahead of the Fed dec…
Microsoft shares rose 1.63% amid reports of potential custom chip collaboration with Broadcom, contributing to positive market sentiment driven by easing core PCE inflation and expectations of upcomi…
Microsoft is negotiating with Broadcom for custom AI chips to boost AI services, reducing supplier reliance amid strong earnings and cloud investment.
Microsoft is negotiating with Broadcom to develop custom AI chips, aiming to enhance cloud and AI services amid rising demand for tailored silicon solutions.
Microsoft is considering custom chip collaboration with Broadcom amid positive market sentiment as traders anticipate a 2025 Fed rate cut, while Confluent surges on IBM acquisition news and Oracle pr…
Nvidia has surged 945% since ChatGPT's debut, dominating AI chip markets despite emerging competition from Google's Broadcom partnership. Analysts remain bullish on Nvidia’s leading role in AI, forec…
Alphabet (GOOGL) led tech gains in November with a 13.8% rally driven by AI advancements including the Gemini 3 model, boosting supplier Broadcom. The AI momentum contrasts broader tech selloffs and …
Tesla shares rebound 5.4% after trade tensions with China ease, while Nvidia gains from Broadcom's AI chip partnership announcement. US stocks rally broadly as trade concerns fade and geopolitical de…
ByteDance reassigned chip designers into a Singapore unit to navigate US-China limits and accelerate proprietary ASIC development, reducing reliance on Nvidia for AI inference chips while partnering …
OpenAI, co-designing a custom AI chip with Broadcom, plans to ship the chip next year to reduce reliance on Nvidia and meet surging compute demand, potentially denting Nvidia's future GPU demand.