Browsing Tag
Broadcom
20 posts
Anthropic Q2 revenue set to double to $10.9bn as $45bn SpaceX deal redraws AI compute map
Anthropic nears first operating profit on $10.9B Q2 sales as $1.25B monthly SpaceX compute deal reshapes AI infrastructure economics. Read full analysis.
Cerebras IPO priced 51% above range: How much will investors pay for AI not named Nvidia?
Cerebras priced 35% above its first range. The harder question is whether a company with 86% UAE revenue can justify $56 billion as a Nvidia alternative.
Cisco Systems guides FY26 revenue to $63bn, cuts nearly 4,000 jobs as AI orders hit $5.3bn: $CSCO surges toward record
Cisco Systems is cutting 4,000 jobs while AI orders compound past $9 billion. The question is whether Chuck Robbins can hold margins through tariffs.
MaxLinear stock surges 22% on AI optical re-rating: What MXL investors need to watch next
MaxLinear was a beaten-down broadband chip name in 2025. One quarter of optical data center revenue and the AI silicon thesis just rewrote the entire MXL story.
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.