Broadcom Crushes Expectations, AI Revenue Set to Double
Broadcom reports strong Q4 results with $18B revenue and forecasts $19.1B for Q1, driven by booming AI chip demand. AI semiconductor revenue expected to double to $8.2B.
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Oracle Shares Plunge as AI Data Center Spending Outpaces Cloud Revenue Growth
Oracle stock drops 11% after missing revenue targets despite massive AI investments. Cloud sales lag expectations while capital spending jumps to $50B, raising investor concerns about AI profitability timeline.
Marvell Stock Drops as Microsoft–Broadcom Talks and Amazon Chip Loss Raise Concerns
Marvell Technology shares fell after reports of Microsoft exploring Broadcom for custom chips and a downgrade citing likely loss of Amazon’s future Trainium designs.
Amazon Launches Trainium3 AI Chip to Challenge Nvidia's Dominance
Amazon Web Services unveils Trainium3, a cost-effective AI chip that's 4x faster than its predecessor, offering businesses an alternative to Nvidia's market-leading processors.
Oracle's AI Debt Concerns Spread Across Tech Giants as Insurance Costs Surge
Amid concerns about AI data center spending, credit default swap prices for Oracle debt have spiked dramatically. Now, worries are spreading to Microsoft and Amazon as markets reassess hyperscaler risks.
Meta Eyes Google's AI Chips in Potential Blow to Nvidia's Dominance
Meta Platforms explores Google's TPU chips for 2027 data centers, challenging Nvidia's AI chip market leadership while Alphabet shares surge on alternative AI processor demand.