Broadcom Ltd is a global technology company that designs, develops, and supplies a wide range of semiconductor and infrastructure software solutions. The company specializes in producing chips that facilitate communication and data processing across various devices and networks, including those used in smartphones, enterprise storage systems, broadband access, and data centers. Additionally, Broadcom offers software solutions that enable businesses to optimize their operations, manage network security, and enhance performance across cloud-based and on-premises environments. Through its comprehensive portfolio, Broadcom plays a critical role in advancing connectivity and computing technologies in various industries. Read More
Alphabet raised its 2025 CapEx guidance to $195-$205 billion and posted 82% Cloud growth, signaling stronger TPU and AI infrastructure demand for chip partner Broadcom.
As we went to press today, President Trump was preparing to unveil a pledge aimed at protecting households from having to shoulder the costs associated with upgrading electricity systems in order to provide the power required by data centers and AI. Utilities, developers of data centers, lawmakers and governors were expected to attend the unveiling event.
TSMC plans 2027 price hikes of 5% to 10% plus HPC surcharges, testing pricing power at NVIDIA, Broadcom, AMD, and Qualcomm amid record TSMC revenue and margins.
Meta's next quarterly report will be about far more than ad revenue -- it could reveal whether Zuckerberg is building the world's next AI cloud giant or simply spending at an unprecedented pace.
Blackstone (NYSE:BX) reported sharply higher second-quarter 2026 earnings as executives said the firm’s early and aggressive positioning around artificial intelligence infrastructure is driving investment performance, fundraising and new business formation across the platform.
Weston Tucker, Blacks
