Broadcom
PulseAugur coverage of Broadcom — every cluster mentioning Broadcom across labs, papers, and developer communities, ranked by signal.
- partners with Google Cloud 70%
- invested by Gemini 70%
- invested by Blackstone Inc. 70%
- competes with VMware 60%
- competes with SK Hynix 60%
- competes with AWS 60%
- competes with Alphabet Inc. 50%
- competes with Blackstone Inc. 50%
- competes with TSMC 50%
- affiliated with Dario Amodei 50%
- invested in SK Hynix 50%
- competes with Gemini 50%
- 2026-05-19 partnership Broadcom secured the London Stock Exchange as a customer for its VMware cloud services.
6 天有情绪数据
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US chipmakers' China revenue climbs 20% amid trade tensions
Despite ongoing trade tensions and US export restrictions on advanced chips, American semiconductor companies experienced a notable revenue increase in China last year. A report from the Hurun Research Institute indicat…
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Nvidia forecasts tepid growth, boosts shareholder rewards amid rising competition
Nvidia's latest sales forecast for the upcoming quarter was met with a muted investor response, despite strong revenue growth from data center operators. The company announced increased shareholder rewards, including a …
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SAP customers face cost uncertainty with new AI agents
SAP is warning its customers about the potential for increased costs due to the implementation of AI agents. These agents will bill based on 'actions' taken, creating uncertainty for enterprises regarding the speed and …
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Google eyes direct TSMC partnership for advanced Tensor and AI chips
Google is reportedly seeking a direct relationship with TSMC, the world's leading semiconductor manufacturer, to gain priority access to advanced production processes. This strategic shift aims to bypass intermediaries …
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Aria Networks CEO: AI inference reshapes data center networking
Aria Networks, an AI networking startup, argues that the network is becoming a critical component in AI infrastructure, moving beyond its traditional role. The company's CEO, Mansour Karam, emphasizes that optimizing fo…
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Intel, SK Hynix shares jump on advanced chip packaging partnership rumors
Intel and SK hynix experienced significant stock price increases following reports of a potential chip packaging partnership. SK Hynix is reportedly testing Intel's 2.5D EMIB technology for integrating high-bandwidth me…
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Broadcom seeks $35B loan for AI chip development, with Apollo and Blackstone in talks
Broadcom is reportedly in talks with Apollo Global Management and Blackstone Group for a potential $35 billion financing deal. This funding is intended to support Broadcom's development of chips specifically designed fo…
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Intel and Broadcom secure deals to supply chips for Apple and AI development
Intel has reportedly reached a preliminary agreement with Apple to manufacture some of the latter's chips. The two companies have been in discussions for over a year, though the specific Apple products involved remain u…
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OpenAI's custom AI chip deal with Broadcom hits funding snag
OpenAI's collaboration with Broadcom on custom AI chips is facing financial hurdles, with Broadcom reportedly seeking a commitment from Microsoft to purchase 40% of the chip production capacity. The project, codenamed "…
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Microsoft launches mobile Copilot Cowork; Broadcom rises on Meta AI acquisition
Microsoft has released a mobile version of its Copilot Cowork application, allowing users to delegate tasks to AI while on the go. Separately, Broadcom's stock saw a 5.8% increase following news of its acquisition of Me…
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AMD leads Intel in AI-driven data center revenue as chip sector faces funding shifts
AMD has surpassed Intel in Q1 data center revenue, driven by demand for AI hardware. This surge in AI infrastructure is also prompting major tech companies to consider funding SK Hynix's memory expansion to alleviate sc…
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VMware Cloud Foundation 9.1 updates target AI hardware costs and storage
VMware has released an update to its Cloud Foundation (VCF) private cloud suite, version 9.1, which includes features designed to reduce hardware costs for AI workloads. The update enhances memory tiering to shift data …
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Gartner: Mainframes offer cheaper alternative to VMware for Linux VMs
Gartner suggests that some organizations might find it more cost-effective to migrate their Linux virtual machine workloads to IBM mainframes rather than adopting Broadcom's new VMware licensing. This is particularly re…
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Google and Anthropic reportedly strike $40B deal for 5 GW of AI compute
Google is reportedly in talks to invest up to $40 billion in Anthropic, a deal that includes a significant commitment of 5 gigawatts of computing power over five years. This arrangement signifies a shift towards hypersc…
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Fujitsu to end mainframes in 2035, eyes AI and quantum supercomputers
Fujitsu has announced its mainframe business will cease operations in 2035, coinciding with the expected mainstream adoption of AI supercomputers and quantum computers. The company's CEO, Takahito Tokita, stated that AI…
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Celestica launches new switches with 64 ports of 1.6 Tbps Ethernet for AI training
Celestica has introduced its new DS6000 family of network switches, designed for high-performance computing tasks such as AI training and inference. These switches feature 64 ports capable of 1.6 Tbps Ethernet each, uti…
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Anthropic commits $200B to Google Cloud for AI compute
Anthropic has committed to spending approximately $200 billion over the next five years on Google Cloud services and next-generation TPUs, with the compute capacity expected to come online starting in 2027. This deal si…