#Broadcom
24 articles with this tag
Broadcom AI chip forecast fiscal 2027 2028 doubles
Broadcom guided AI chip revenue to double in fiscal 2027 and again in 2028, but shares fell 6% on concentration and competition fears.
Nvidia acquires Hugging Face $13 billion
Nvidia keeps Hugging Face as an open, compute-agnostic hub in a $13B deal with $1B in retention and founders staying six years.
OpenAI's Jalapeno Chip Challenges Nvidia's Dominance
OpenAI's VP of Hardware, Richard Ho, discusses the company's new custom inference chip, Jalapeno, claiming it outperforms Nvidia in key benchmarks and highlighting its novel architecture.
OpenAI Unveils Jalapeño Chip
OpenAI reveals Jalapeño, its custom AI inference chip, demonstrating industry-leading performance and signaling a move towards greater infrastructure control.
Anthropic Preps for Blockbuster IPO, Aims to Top SpaceX
Anthropic aims for a historic IPO, potentially matching SpaceX's $75B debut, amidst significant financial questions. Broadcom plans a $60B+ debt deal for AI chip financing.
Broadcom's $60B AI Debt Deal, Nvidia's Ecosystem Play
Mandep Singh of Bloomberg Intelligence discusses Nvidia's evolving AI strategy, Broadcom's debt financing, Anthropic's IPO prospects, and the resilient US consumer.
Broadcom in Talks for $60B+ AI Chip Financing
Broadcom is reportedly in talks to raise over $60 billion in debt financing for AI chip deals, potentially benefiting Anthropic and other AI companies.
Broadcom Eyes $100B AI Debt Deal with Blackstone, Apollo
Broadcom is reportedly seeking up to $100 billion in debt financing for AI infrastructure, partnering with Blackstone and Apollo in a massive deal.
High AI Capex Demand a Multi-Year Cycle, Say Experts
Industry experts highlight a multi-year cycle of high AI capital expenditure demand, driven by Apple's cloud AI shift and the rise of specialized AI startups amid evolving market dynamics.
OpenAI's Custom AI Chip Plans Revealed
OpenAI unveils its first custom AI chip, Raptor, developed with Broadcom, aiming for 50% cost reduction in AI inference.
OpenAI's Custom AI Chip with Broadcom
OpenAI unveils its first custom AI chip, 'Jalapeno', co-developed with Broadcom, aiming for 50% cost savings and enhanced AI inference performance.
OpenAI Unveils Custom AI Chip
OpenAI and Broadcom unveil Jalapeño, a custom LLM inference chip designed for higher performance and efficiency, marking a key step in OpenAI's full-stack strategy.
Broadcom's AI Outlook Dims, Sparking Tech Stock Sell-Off
Broadcom's cautious AI outlook has sent shockwaves through the tech sector, triggering a broad stock sell-off as investors digest the implications for AI hardware demand.
Broadcom CEO on AI Chip Bets and Competition
Broadcom CEO Hock Tan discusses the company's AI chip strategy, competition, and the importance of custom silicon and partnerships in the rapidly evolving AI market.
Broadcom's AI Outlook Sparks Sell-off
Broadcom Inc. shares plunged 13% after its AI revenue outlook disappointed investors, while CrowdStrike and Petco also saw declines.
Broadcom Stock Drops on Disappointing AI Chip Outlook
Broadcom Inc. stock dropped significantly after the company issued a disappointing outlook for its AI chip business, missing market expectations for future demand.
Broadcom's AI Outlook Miss Hits Stock
Broadcom's stock dropped significantly after its AI outlook missed market expectations, raising questions about its competitive edge in the booming AI hardware sector.
Broadcom, CrowdStrike, Petco Stocks Move on Earnings
Broadcom shares tumbled on a disappointing AI outlook, while CrowdStrike and Petco also saw significant stock declines following their respective earnings reports.
Broadcom and Nvidia lead AI chip surge as US clears H200 exports, S&P 500 tops 7,500
Broadcom surged 5.5% and Nvidia gained 4.4% Thursday as Washington cleared H200 chip exports to roughly 10 Chinese firms, sending the S&P 500 above 7,500 for the first time. Palo Alto Networks rose 4.6% after launching its Idira AI identity platform, while Baidu fell 4.8% ahead of May 18 earnings.
Broadcom CEO: AI Chip Sales to Surpass $100 Billion in 2027
Broadcom CEO Hock Tan forecasts AI chip sales to exceed $100 billion by 2027, driven by strong demand and custom silicon solutions for cloud providers.
OpenAI and Broadcom Unite to Redefine AI Compute
AI's Enduring Impact: Semiconductor Sector Poised for Decade-Long Growth
OpenAI's $10B Chip Order Signals Shift in AI Silicon Power
