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Broadcom is highlighted as a prime beneficiary of the custom AI chip boom, projecting massive AI semiconductor revenue growth through fiscal 2028. Analysts recommend Broadcom alongside Marvell for th…
Qualcomm and Amazon agreed to collaborate on custom silicon and optical interconnectivity reaching 1.6 Tbps for Amazon's AI data centers. Qualcomm will also expand its use of AWS cloud and Amazon Bed…
Broadcom shares fell 4% despite massive AI guidance reaching $230B by FY2028, as concerns surged over heavy revenue concentration in private startup Anthropic. Conversely, Nvidia gained 2% thanks to …
Broadcom projected $230 billion in AI revenue by 2028, exceeding market expectations according to Bernstein. Despite a premarket dip and worries over Google demand, expanding business with OpenAI and…
Broadcom faces high expectations ahead of fiscal Q3 earnings, with Morgan Stanley maintaining an Overweight rating. While projected AI revenue growth remains massive, elevated investor targets for fi…
Marvell Technology expanded its custom-chip partnership with Alphabet, allowing Google to purchase $12.20 billion worth of Marvell shares. The agreement focuses on Google's Tensor Processing Unit AI …
Marvell Technology receives bullish price targets following a $12.2 billion Google custom silicon warrant and raised long-term revenue guidance. The strong demand for AI infrastructure and networking…
TD Cowen raised its AWS revenue forecast to $222 billion by 2027, 11% above consensus, citing heavy AI infrastructure investment and rapid custom chip adoption. AWS growth accelerated to 24% year-ove…
Lumentum and Marvell highlight surging AI optical and custom silicon demand, propelled by NVIDIA's co-packaged optics roadmap for 2027 and Microsoft's Maya 300 custom accelerator. Accelerating backlo…
Amazon's AWS grew 28% with record backlog and margins; custom silicon reduces NVIDIA dependence. Analyst bullish on AMZN over Microsoft/Alphabet ahead of 2027 free cash flow inflection.