Broadcom Inc. and Cisco Systems Inc. unveiled a validated design combining VMware Cloud Foundation and Cisco Unified Computing System infrastructure to align AI factory deployment with workload requir…
Broadcom Inc. is pushing security enforcement into the hypervisor layer to counter the expanding attack surface from agentic AI, with Umesh Mahajan, vice president and general manager of the Applicati…
Enterprises are moving AI workloads back on-premises due to rising token costs, security concerns, and spiking DRAM prices, according to Krish Prasad, senior vice president and general manager of the …
Broadcom Inc. today introduced VMware Private AI Cloud, an integrated software stack for building and running AI applications alongside conventional workloads with data sovereignty and compliance, ann…
Broadcom Inc. will showcase VMware Cloud Foundation (VCF) as a private cloud and AI infrastructure platform at VMware Explore 2026 in Las Vegas from Aug. 31 to Sept. 2, with theCUBE providing live cov…
Broadcom Inc. and Micron Technology Inc. reported blockbuster quarterly results driven by the shift from AI training to inference and agentic workloads, with Broadcom's fiscal Q2 revenue reaching $22.…
Bond traders have increased credit risk measures for Broadcom Inc. as it backstops mega AI financing packages, with yields on its 5.15% bonds due 2031 rising about 14 basis points in August and five-y…
Nvidia Corp. faces intensifying competition in the AI chip market, projected to exceed $1 trillion in revenue, as Amazon.com Inc., Google, Advanced Micro Devices Inc., and startups like Cerebras Syste…
Apple Inc. (NASDAQ: AAPL) has become the Magnificent 7 stock with the lowest AI-related capital expenditure, spending just 1.8% of revenue on capex compared to Alphabet Inc.'s 37.5%, and its shares ha…
Broadcom Inc. is in talks with lenders to raise over $60 billion in debt, potentially reaching $100 billion with junior financing, to fund AI chip infrastructure for Anthropic and other major AI compa…
Alphabet Inc. (NASDAQ:GOOG) is the most compelling investment among three Wall Street-bullish tech giants, trading at $337.69 with a trailing P/E of 17 and a PEG of 0.93, while Apple Inc. (NASDAQ:AAPL…
Broadcom Inc. is reportedly seeking up to $100 billion in debt financing to support AI chip initiatives for Anthropic PBC and possibly OpenAI Group PBC, according to Bloomberg. The deal may include $6…
Marvell Technology has granted Alphabet Inc.'s Google a warrant to buy up to 58.97 million Marvell shares at $206.58 each, worth roughly $12.18 billion, with vesting tied to Google's purchases of cust…
Marvell Technology Inc. shares jumped 9.8% after disclosing a contract to design AI chips for Google LLC, including a warrant enabling Google to purchase about 59 million shares worth $12.2 billion. T…
Marvell Technology Inc. shares surged after Google LLC struck a deal to use its AI chips and received an option to buy a $12.2 billion stake in the company, intensifying competition with Broadcom Inc.…
Broadcom Inc. forecasts its artificial intelligence revenues will exceed $100 billion in 2027, according to a report from Yahoo Finance. The projection highlights the company's growing AI chip busines…
Meta Platforms Inc. unveiled four new generations of its in-house Meta Training and Inference Accelerator (MTIA) chips on March 11, 2026, and expanded a partnership with Broadcom Inc. to co-develop th…
Investors are increasingly concerned about roughly $70 billion in off-balance-sheet liabilities tied to AI companies, which could materialize during a downturn, according to Bloomberg. Nvidia Corp.'s …
Broadcom Inc. shares fell 6.85% to an intraday low on August 14, 2026, after investor concerns about its AI revenue trajectory and lower-margin custom chip mix, following a June 4, 2026 earnings miss …
Broadcom Inc. stands to benefit from the continued growth of artificial intelligence, according to an investor who says they keep buying the stock because 'Broadcom wins if AI wins.' The company's AI-…