Shares of several tech companies specializing in artificial intelligence products soared Wednesday after Google parent Alphabet said it plans to ramp up spending on AI.
Alphabet's big spending plans surprised Wall Street. The news should soothe investors worried about last week's DeepSeek ...
Stargate will still likely use Broadcom's Tomahawk and Jericho network switching and routing chips. Moreover, all leading-edge semiconductors and memory today require intense etch and deposition ...
The company's recent focus on AI and custom silicon has propelled it to the forefront of the AI chip market, competing directly with industry giants like NVIDIA (NASDAQ:NVDA) and AMD (NASDAQ:AMD).
Broadcom's strategic positioning in high-growth markets, particularly AI and cloud computing, has been a key driver of its recent success. The company's custom AI chips, known as Application ...
Broadcom Inc. (NASDAQ:AVGO) is a technology company uniquely positioned in the AI revolution owing to its custom chip offerings and networking assets. On January 13, Jefferies named Broadcom as a ...
Broadcom is expected to see $21 billion in AI-related chip sales by fiscal 2026, while Marvell's ASIC revenue could hit $4 billion in calendar 2026. The firm also raised price targets for Broadcom (to ...
Instead, they consist of chiplets lashed together with 2.5D or 3D advanced packaging that get everything to mimic one large chip as much as possible. One of the core innovations is that Broadcom ...
With earnings season set to kick off in high gear, investment firm Oppenheimer has told clients that Broadcom (NASDAQ:AVGO), Marvell Technologies (NASDAQ:MRVL), Nvidia (NASDAQ:NVDA) and Monolithic ...
It’s not uncommon to see major chip players introduce new and novel approaches to traditional computing paradigms at CES in Las Vegas in January. And if ever there was a limelight moment in that ...