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#Broadcom

Total 16 articles

From 4,000 Partners to 19: Broadcom's VMware Squeeze
TechEN
From 4,000 Partners to 19: Broadcom's VMware Squeeze

A cloud provider trade group has filed an EU antitrust complaint against Broadcom after it slashed VMware's CSP partner count from 4,000+ to just 19 in the US. Here's what's really at stake.

Corning Stock Plunges on Broadcom CEO's Copper Comments - But Markets Got It Wrong
EconomyEN
Corning Stock Plunges on Broadcom CEO's Copper Comments - But Markets Got It Wrong

Corning shares tumbled after Broadcom's CEO said customers will stick with copper until 2028. But a deeper look reveals both companies are actually aligned on fiber optics strategy.

Broadcom CEO Bets $100B+ on AI Chips by 2027
EconomyEN
Broadcom CEO Bets $100B+ on AI Chips by 2027

Broadcom's CEO predicts AI chip revenue will significantly exceed $100 billion by 2027, but can the company deliver on this massive bet against Nvidia's dominance?

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Broadcom's $100B AI Chip Vision: The Hidden Empire Behind Tech Giants
EconomyEN
Broadcom's $100B AI Chip Vision: The Hidden Empire Behind Tech Giants

Broadcom projects $100 billion AI chip revenue by 2027, securing long-term deals with Google, OpenAI and other tech giants while dismissing concerns about customer defection

Broadcom's $100B AI Chip Revenue Prediction: What It Really Means
EconomyEN
Broadcom's $100B AI Chip Revenue Prediction: What It Really Means

Broadcom CEO projects AI chip revenue exceeding $100 billion by 2027, driven by tech giants designing custom silicon. What does this shift mean for the semiconductor landscape and your investment portfolio?

VMware Customers Still Trapped in Broadcom's Price Squeeze
TechEN
VMware Customers Still Trapped in Broadcom's Price Squeeze

Two years post-acquisition, 88% of VMware customers still call Broadcom's changes 'disruptive.' Price hikes and uncertainty continue to plague enterprise users.

Google's $185B AI Spending Spree Sends Broadcom Soaring 6%
EconomyEN
Google's $185B AI Spending Spree Sends Broadcom Soaring 6%

Google's massive $185B AI infrastructure investment plan triggers Broadcom stock surge as the chipmaker benefits from custom TPU partnerships. Nvidia also gains.

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Google's Custom Chips Are Cracking Nvidia's AI Monopoly
EconomyEN
Google's Custom Chips Are Cracking Nvidia's AI Monopoly

Google's TPU success with Gemini 3 signals growing custom chip momentum. Broadcom partnership challenges Nvidia's GPU dominance as hyperscalers seek alternatives to reduce vendor dependency

Futuristic AI chip manufacturing facility and wafers
EconomyEN
OpenAI AI Chip Deals 2026: The $1.4 Trillion Infrastructure Master Plan

OpenAI has intensified its OpenAI AI chip deals 2026 by signing a $10B agreement with Cerebras, adding to its massive $1.4 trillion infrastructure commitments with Nvidia and AMD.

Digital locks over cloud icons representing China's software ban
TechEN
China Cybersecurity Software Ban: Why Palo Alto and CrowdStrike Are Shaking

China has banned cybersecurity software from Palo Alto Networks and CrowdStrike in retaliation for U.S. chip curbs. Discover the financial impact and stock outlook.

AI's Debt Reckoning: Why the Infrastructure Gold Rush Is Facing Its First Major Test
EconomyEN
AI's Debt Reckoning: Why the Infrastructure Gold Rush Is Facing Its First Major Test

AI infrastructure stocks are tumbling over debt fears. PRISM analyzes if this is a temporary blip or the end of the AI gold rush, offering a new investment playbook.

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AI's Debt Reckoning: Is the Infrastructure Gold Rush Creating a Bubble?
EconomyEN
AI's Debt Reckoning: Is the Infrastructure Gold Rush Creating a Bubble?

AI infrastructure stocks like Oracle and Broadcom are falling on debt concerns. PRISM analyzes if this is a temporary dip or the start of a sector-wide bubble.

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