Browsing Tag
Broadcom
16 posts
Nvidia (NASDAQ: NVDA) is a $5tn company again, and this time Google’s TPUs are watching
Nvidia is back at $5 trillion. The harder question is whether Rubin can defend pricing power as Google TPUs and Broadcom ASICs scale into 2027.
Google backs Anthropic with up to $40bn as 5GW compute deal reshapes the frontier AI landscape
Google commits up to $40B in Anthropic at a $350B valuation with 5GW of cloud compute. Here's what it means for AI markets. Read the full analysis.
Marvell Technology (MRVL): Why the Nvidia deal and custom ASIC pipeline make this the AI infrastructure stock retail investors keep coming back to
Marvell Technology (MRVL) has tripled in 12 months. The Nvidia deal, 20-plus XPU programmes and $11bn FY27 guide explain why. Full retail investor roadmap here.
Broadcom (AVGO): Trading below its high, guiding to record revenue. What retail investors should know
Broadcom (AVGO) secured long-term AI chip deals with Google and Anthropic in April 2026. Here is the full retail investor roadmap: revenue, risks, and what happens next.
OpenAI closes largest private funding round in Silicon Valley history at $852bn valuation
OpenAI closes a $122B funding round at an $852B valuation. What it means for AI infrastructure, the IPO timeline, and enterprise competition. Read more.
AI chips are overheating. Can Flex and Broadcom fix the cooling crisis?
Flex and Broadcom collaborate on liquid cooling for next-generation AI XPUs. Discover why cooling technology may become the key constraint in hyperscale AI infrastructure.
Astera Labs bets on photonics with aiXscale Photonics acquisition to accelerate AI infrastructure 2.0
Discover how Astera Labs is transforming AI infrastructure through its bold aiXscale Photonics acquisition and leading the shift to optical connectivity.
OpenAI bets big on custom silicon with Broadcom, targeting 10 GW of AI accelerator capacity by 2029
Find out how OpenAI’s 10 GW Broadcom chip alliance could redefine AI infrastructure, energy demand, and investor sentiment across global markets.
Are Tesla and Apple losing their shine as Wall Street’s AI trade broadens?
Wall Street shifts focus from the Magnificent Seven to rising AI leaders like Broadcom, Oracle, and Palantir. Find out where investor flows are heading.
Arrcus and UfiSpace unite to power the future of AI infrastructure—Disrupting legacy networks with open, scalable fabric
Discover how Arrcus and UfiSpace are transforming AI networking infrastructure with scalable, open, and disaggregated solutions tailored for next-gen workloads.