Micron Technology, Broadcom, and CoreWeave are positioned as the next big AI stock winners, with Micron up 219.19% year to date and targeting $1,200 per share, Broadcom targeting $450 with AI revenue …
Arista Networks (NYSE:ANET) and Broadcom (NASDAQ:AVGO) are dominating the AI networking niche, with Arista's Q2 FY26 revenue reaching just over $3 billion (up 37.7% year over year) and Broadcom's Q2 F…
OpenAI disclosed benchmark results for its custom AI inference chip, codenamed Jalapeño, showing it outperforms Nvidia's GB300 processors with 1.5 to 1.9 times more AI work per watt and 1.7 to 3.6 tim…
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.…
Broadcom is in talks to raise more than $60 billion in debt, potentially reaching $100 billion, through a special-purpose vehicle that buys AI chips and leases them back to customers like Anthropic, a…
Broadcom reported fiscal Q2 revenue of $22.19 billion, up 47.87% year over year, with AI semiconductor revenue at $10.8 billion, up 143%, while Marvell Technology reported record fiscal Q1 revenue of …
NVIDIA, Broadcom, and Advanced Micro Devices (AMD) have pulled back over the past week, offering a cleaner entry ahead of their upcoming earnings reports, according to 247 Wall St. NVIDIA closed Thurs…
Broadcom (NASDAQ: AVGO) shares fell 12.88% in the past week to $364.50 despite reporting Q2 FY2026 revenue of $22.19 billion, up 47.87% year over year, with AI semiconductor revenue of $10.80 billion,…
Broadcom Inc. (NASDAQ: AVGO) reported Q2 FY2026 AI semiconductor revenue of $10.80 billion, up 143% year-over-year, and guided Q3 AI revenue to $16.0 billion, with a fiscal 2027 target exceeding $100 …
Marvell Technology (NASDAQ:MRVL) signed a commercial agreement with Alphabet (NASDAQ:GOOG, NASDAQ:GOOGL) to develop custom silicon for Google's TPU ecosystem, including custom accelerators, storage, n…
Broadcom (NASDAQ: AVGO) posted a record $22.2 billion quarter with AI silicon revenue of $10.8 billion, up 143% year over year, while Marvell Technology (NASDAQ: MRVL) reported $2.418 billion in reven…
Google has tapped Marvell Technology to develop custom silicon for its Tensor Processing Unit (TPU) ecosystem, including AI inference accelerators, storage controllers, and network interface controlle…
Arista Networks, Broadcom, and Marvell Technology are quietly dominating the AI networking niche, with Arista's Q2 FY26 revenue up 37.7% year over year to just over $3 billion and full-year guidance r…
Samsung Electronics and Broadcom signed a memorandum of understanding to expand strategic collaboration across memory and foundry technologies, targeting AI infrastructure. The companies expect the co…
Samsung Electronics signed a memorandum of understanding with Broadcom valued at over $200 billion to supply high-bandwidth memory and 2-nanometer foundry services for Broadcom's next-generation AI ch…
South Korean President Lee Jae Myung hosted a dinner Friday at The Ramp restaurant in San Francisco with Nvidia CEO Jensen Huang, Broadcom CEO Hock Tan, and Microsoft's Lani Borkar, alongside top Sout…
OpenAI unveiled Jalapeño, a custom inference ASIC co-designed with Broadcom and manufactured by TSMC, aiming for 50% lower inference cost per token than Nvidia GPUs. Production is planned for 2027, wi…
Broadcom CEO Hock Tan said at the Bloomberg Tech conference that the company is prioritizing organic growth in AI over acquisitions, citing surging AI revenue. Broadcom expects its AI business could e…
OpenAI unveiled its first custom AI chip, Jalapeño, built with Broadcom on TSMC's 3nm process, claiming 50% lower cost per inference token than current Nvidia GPUs. The inference ASIC, designed for LL…
OpenAI has taped out its first custom inference chip, named Jalapeño, built with Broadcom. The ASIC is designed to reduce inference costs for serving LLMs, following the vertical-integration strategy …