He noted that Jericho-3 AI is currently ... of visibility with these products. Broadcom could be in pole position for the next generation of custom chips with these customers, the analyst said.
Broadcom shares rose after the chip maker said quarterly revenue jumped. Artificial-intelligence revenue jumped 77% from a ...
Broadcom CEO on Thursday assuaged investor worries about AI chip demand with a strong second-quarter forecast and hinted ...
Broadcom is an amalgamation of high-value chip and software businesses that on the whole are differentiated and moaty, in our view. Broadcom is a terrific aggregator of firms, big and small.
Broadcom said it recorded $4.1 billion in AI revenue during the first quarter, which is 77% higher on a year-over-year basis.
Broadcom has been closely examining Intel’s chip-design and marketing business, according to people familiar with the matter. It has informally discussed with its advisers making a bid but would ...
Broadcom (AVGO) shares jump in extended-hours trading after the chipmaker reported first quarter results that beat on top and bottom lines, driven by artificial intelligence (AI) chip sales.