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Broadcom Inc.

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Alphabet AI expansion and EU sovereignty efforts

36 clusters · 545 sources · last updated

Latest: European and British officials call for global AI regulation

Alphabet is expanding its AI and cloud footprint, now directly monetizing its Tensor Processing Units (TPUs) by shipping them to third-party data centers. This follows an 82% year-over-year revenue increase in its cloud

[ACTIVE] [BUSINESS] [US] [ES] [TW]

Broadcom AI semiconductor and infrastructure expansion

15 clusters · 89 sources · last updated

Latest: Broadcom faces high expectations for upcoming December report

Broadcom continues to pursue its target of exceeding $100 billion in AI semiconductor revenue by fiscal year 2027, having recently raised its fiscal 2027 forecast to $115 billion. CEO Hock Tan has projected that AI semic

[ACTIVE] [BUSINESS] [US] [IN]

Marvell Technology: AI demand, Google partnership and growth

17 clusters · 56 sources · last updated

Latest: Marvell Technology raises revenue targets amid major Alphabet AI chip deal

In late July 2026, Marvell Technology’s shares slid approximately 34% from recent highs. Despite the dip, institutional investors increased holdings, and analysts raised price targets due to the company’s focus on custom

[QUIET] [BUSINESS] [US] [GB] [DE]

Alphabet AI expansion drives stock swings and legal scrutiny

69 clusters · 170 sources · last updated

Latest: Alphabet growth driven by Google Cloud and Gemini AI

Alphabet’s stock continues to experience volatility driven by massive AI infrastructure investments and shifting institutional holdings. While the company hit record highs in early 2026, recent technical indicators showe

[QUIET] [BUSINESS] [US] [TW] [CN]

AMD AI-infrastructure growth and supply chain expansion

28 clusters · 157 sources · last updated

Latest: AMD and Nvidia see divergent stock performance amid AI demand

By late September 2026, AMD achieved a historic milestone as its market capitalization surpassed $1 trillion, driven by intense interest in artificial intelligence infrastructure. To secure GPU supply, AMD issued warrant

[QUIET] [BUSINESS] [US]

Broadcom AI semiconductor revenue growth and market risks

3 clusters · 5 sources · last updated

Latest: Semiconductor firms Qualcomm and Broadcom pivot toward AI and data centers

Broadcom continues to project significant growth in its AI semiconductor revenue, driven by custom chip development for hyperscalers. While the company previously expected AI revenue to reach approximately $115 billion i

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Broadcom licensing shifts and VMware exit strategies

9 clusters · 23 sources · last updated

Latest: VMware users seek alternatives due to rising licensing costs

Broadcom’s 2023 acquisition of VMware and subsequent licensing-fee increases have forced data-center teams to re-evaluate their hypervisor strategy. Enterprises are weighing alternatives to VMware’s vSphere and vSAN, wit

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