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Broadcom is emerging as a prime beneficiary of hyperscalers designing custom AI accelerators like Meta's Iris, posing competition to Nvidia's merchant GPUs. Meanwhile, TSMC benefits broadly across bo…
Bloom Energy's S&P 500 inclusion highlights surging power demands for AI data centers. Citing Broadcom's multiyear customer contracts and robust guidance through fiscal 2028, the report reinforces th…
Qualcomm announced a multi-year partnership with Amazon to develop customized AI data center silicon and optical connectivity, unlocking up to $60 billion in potential revenue over a decade. The deal…
Qualcomm and Amazon unveiled a multi-generational deal to co-develop custom AI inference silicon and 1.6T optical networking for AWS. Amazon secured warrants for up to 25 million QCOM shares, threate…
Microsoft is emphasizing AI infrastructure efficiency and custom Azure Maia chips to maximize output per watt and dollar. While custom silicon creates long-term margin questions for NVIDIA, Microsoft…
Qualcomm announced a multi-generation collaboration with Amazon to develop custom silicon and optical connectivity solutions for AI data centers. Furthermore, Qualcomm will expand its usage of AWS AI…
Qualcomm and Amazon announced a multi-generation collaboration to develop customized silicon and advanced optical connectivity for AWS AI data centers. Qualcomm will also expand its use of AWS infras…
Broadcom raised its long-term AI outlook, projecting AI revenue to reach $115 billion in fiscal 2027 and $230 billion in 2028. Driven by custom AI chips for Alphabet, Anthropic, OpenAI, and Meta, Q3 …
Broadcom delivered blowout Q3 results with revenue jumping 86% to $29.6B and AI sales surging 221% to $16.7B. With Anthropic and OpenAI expanding custom XPU orders, Broadcom raised Q4 AI revenue guid…
Nvidia agreed to acquire open AI platform Hugging Face for $12.93 billion and deepened its custom AI chip partnership with MediaTek. Concurrently, Anthropic signed a $35 billion cloud deal with Nvidi…
Qualcomm returned $44 billion to shareholders over five years but sharply lagged broad markets. Facing declining iPhone modem share as Apple transitions to in-house components, Qualcomm is pivoting t…
Broadcom delivered strong Q3 results with revenue jumping 86% to $29.6B and AI chip sales soaring 221%. The company raised FY26 AI revenue guidance to ~$58B. Despite initial share declines over Googl…
Jim Cramer advised caution on Marvell Technology despite strong earnings, citing extended timelines for major AI custom silicon wins with Google until 2029. While hedge funds show growing institution…
Broadcom reported strong Q3 earnings beating consensus, with revenue surging 85.5% to $29.59 billion propelled by a 221% jump in AI chip sales. The company raised fiscal 2026 AI revenue outlook to $5…
Broadcom reported blowout quarterly earnings with revenue surging 86% year-over-year to $29.6 billion, fueled by explosive AI semiconductor and custom accelerator demand. Broadcom issued massive mult…
Broadcom delivered strong Q3 results, beating top and bottom-line estimates as AI chip sales tripled. The company issued massive multi-year AI revenue guidance, projecting $115 billion in fiscal 2027…
Broadcom beat fiscal Q3 earnings and revenue estimates driven by surging AI chip demand. However, the stock dropped over 3% after hours due to slightly weaker-than-expected fourth-quarter revenue gui…
Marvell reported robust Q2 earnings with revenue surging 37% year-over-year to $2.74 billion, driven by data center and custom silicon growth. Management raised multi-year revenue projections and sec…
Nvidia's strategic investment in MediaTek strengthens its broader ecosystem, according to Citi. The alliance positions MediaTek as a key custom-silicon partner and boosts Nvidia's growth across custo…
Analyst Ming-Chi Kuo highlights that MediaTek's deepening partnership with Nvidia expands Nvidia's rack-scale ecosystem into the custom-silicon market. The collaboration allows MediaTek to integrate …