Showing posts from AVGO tag
Adoption plateaus, enterprise share flips to Anthropic, and Google's TPUs publish a price list
The one hard dataset today is unflattering to the AI growth story: US business adoption stalled at 55.9% and enterprise share has flipped to Anthropic at 43.8% …
Gigawatts of In-House Silicon: Microsoft Commits, Meta Bets $100B, and the Merchant Suppliers Reprice
Microsoft's gigawatt-scale Maia 300 deployment is the first concrete commitment to custom inference silicon at datacenter scale, and the displaced party is not …
OpenAI Trims to $50B, Banks Underwrite Broadcom's $60B, and Nadella Asks for a Brake
The number that matters today is OpenAI telling investors annualized revenue is approaching $50 billion against earlier $70 billion estimates - the first hard …
Oracle borrows to buy silicon while token prices keep falling
The only story with balance-sheet consequences today is Oracle and Broadcom pursuing large-scale debt financing to fund AI-chip purchases - the revenue lands on …