While Broadcom has not officially named its chip customers, analysts indicate it is working with Google, Meta, and ByteDance ...

That's because two additional hyperscale customers have selected Broadcom's custom AI processors for deployment. Its custom chips are already used by major cloud service providers that are looking to ...

Broadcom's quarterly report suggests that the demand for alternative AI chips such as ASICs is increasing rapidly. Nvidia dominates the market for AI GPUs so the emergence of other types of chips to ...

That outlook has triggered a host of upgrades on Broadcom stock from Wall Street analysts, including Timothy Arcuri of UBS, ...

Broadcom's Q4 report was not its 'Nvidia moment', even as a rosy addressable market forecast propelled AVGO stock higher. I break down the challenges that lie ahead.

Bank of America Securities analyst Vivek Arya maintained a Buy rating on ON Semiconductor (ON – Research Report) today. The company’s shares ...

In a report released today, Vivek Arya from Bank of America Securities maintained a Buy rating on Nvidia (NVDA – Research Report). The ...

Apple last updated the Apple TV in October 2022, introducing a new, smaller design, USB-C on the Siri remote, and a bump from the A12 chip to the A15 chip. The product is now over two years old, and ...

Apple is reportedly developing a custom server processor to power its AI services. Codenamed "Project Baltra," the initiative aims to bolster the AI capabilities integrated into ...

Broadcom also predicted that the addressable market for AI components that it designs for data center operators would reach as high as $90 billion by fiscal 2027.

Shares of Broadcom soared 14 per cent on Friday, with the chipmaker moving closer to $1 trillion in market value after it ...

Big Tech's push to diversify beyond Nvidia's pricey and supply-constrained AI processors has been a windfall for Broadcom, which makes custom chips for major cloud companies. Investors have also ...