Broadcom

Markets

Marvell Joins S&P as Volatility Slams Chip Sector

Photo via JOHN ANGELILLO/UPI/Newscom

There’s been a bit of a vibe shift since Nvidia CEO Jensen Huang tabbed Marvell as “next trillion-dollar company” just a week ago.

1 min read

Photo via IMAGO/Vernon Yuen/IMAGO/Nexpher Images/Newscom

Semiconductors

Broadcom Selloff Shows Breaking Records Doesn’t Satisfy ‘Perfection’-Seeking AI Investors

Broadcom expects AI-related chip revenue to climb 200% to $16 billion in the current quarter, short of Wall Street’s most bullish forecasts.

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photos by Hapabapa via iStock and Vincent Isore, Florian Gaertner, imageBROKER/Mojahid Mottakin, Andrej Sokolow, Wladimir Bulgar/Science Photo Library, and Kyodo via Newscom

Artificial Intelligence

In AI Chip Race, Nvidia’s Biggest Customers Become Competitors

The types of chips that will keep AI’s momentum up are different from those that trained it, creating an opening for rivals to Nvidia.

4 min read
Photo by Sundry Photography via iStock

Semiconductors

Magnificent 7 May Need to Make Room for Broadcom

Broadcom joined the trillion-dollar club late last year, and its market cap has only continued to climb since.

2 min read

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