AI, Broadcom
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Broadcom CEO says AI will soon dominate the economy
Broadcom CEO Hock Tan recently predicted that generative AI will significantly increase its share of global GDP, highlighting its transformative economic potential. During an interview on October 13,
AI chip companies Nvidia, Broadcom, Marvell, and Super Micro Computer stocks recover as ASML reports strong earnings.
The 800G Thor Ultra NIC implements Ultra Ethernet Consortium specifications and introduces hardware-accelerated capabilities to modernize RDMA.
Broadcom (NASDAQ: AVGO) is playing a key role in supplying data centers with custom chips and networking products. Strong revenue and free-cash-flow growth have pushed the stock to new highs this year, with shares up 54% year to date through market close Oct. 13.
Broadcom AI innovation with OpenAI partnership and new networking chip Thor Ultra competes against Nvidia chips and AMD accelerators and network innovation.
For those betting on AI beyond the headline-grabbing GPU stocks, Broadcom presents a compelling play: a mature semiconductor giant quietly moving up the stack into high-margin AI offerings, reinforcing its moat and potentially unlocking growth that hasn't yet been fully priced in.
OpenAI and Broadcom have revealed a long-term collaboration to jointly design, build, and deploy up to 10 gigawatts of custom
The U.S. AI ecosystem is evolving into a tightly interdependent network, with major firms financing each other’s capacity in a trillion-dollar loop. Is it sustainable?