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Broadcom shares slid after Google expanded its custom AI chip partnership with Marvell, threatening Broadcom's dominant market share. Although Broadcom maintains a supply deal with Google through 203…
Broadcom continues to demonstrate robust growth powered by massive hyperscaler demand for custom AI ASICs. With accelerating quarterly revenue growth of 48% and an attractive forward PEG ratio below …
Emerald Wealth Partners' Q2 2026 letter praises Broadcom for custom AI chip dominance, highlighting the OpenAI inference chip deal, Ethernet switching leadership, and VMware's enterprise AI role, dri…
Broadcom stock dropped ~20% from highs on post-earnings overreaction despite strong AI chip growth. Custom AI semiconductor revenue up 143% YoY, with $100B+ forecast for 2027, making the dip a buying…
Alphabet (GOOGL) and Blackstone announced a joint venture to offer Google's TPUs as a compute-as-service platform. Blackstone commits $5 billion with 500 MW capacity targeted by 2027, expanding AI in…
Amazon loses two key executives from its AI custom chip division, signaling potential disruption in its AI hardware efforts and cloud infrastructure strategy amid intensifying competition.
Investor Michael Burry warns Nvidia's competitive edge may weaken as major tech firms develop custom AI chips, diminishing CUDA's exclusivity and potentially mirroring Cisco's post-bubble decline.
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.
Meta plans to raise $30B in bonds to fund AI infrastructure expansion, unveiling new custom AI chips for generative AI inference set for deployment through 2027.
Google's AI advancements, led by its Gemini models and custom chips, have leapfrogged OpenAI, boosting revenues and market position. Despite early missteps, renewed focus and innovation in AI-powered…
Amazon appoints Peter DeSantis to lead advanced AI development, integrating models, chips, and cloud infrastructure to accelerate AI scaling and innovation.
OpenAI partners with Broadcom to deploy 10 gigawatts of custom AI chips starting in late 2026, competing alongside Nvidia and AMD in expanding AI infrastructure demands.
TD Cowen downgraded Marvell (MRVL), citing uncertain custom AI processor demand from major clients Amazon and Microsoft and risk from Amazon's shift to Trainium 3 that could cut Marvell share.
Marvell plunged premarket after a weak data-center outlook and uneven custom AI chip sales; Nvidia's earnings raised demand concerns while Microsoft delayed its in-house chip rollout to 2028, highlig…