Big tech companies are spending heavily to stay at the forefront of artificial intelligence. Budgets for building AI data ...

Inside those Arista Ethernet switches are more Broadcom chips. Broadcom makes the logic chips that allow the hardware to route data efficiently. So, the company plays both a supporting role for ...

In 2024, the narrative around Big Tech was that it was almost impossible for companies to overinvest in artificial intelligence (AI). At almost every earnings update, capital spending (capex) was ...

Class A shares underperformed the MSCI ACWI ex USA Index. During the quarter, we initiated four new positions and exited one ...

Broadcom should be able to capture much of this demand given its ability to scale out architecture and produce advanced Ethernet switches. During the most recent earnings call, management stressed ...

Broadcom Inc. (NASDAQ ... Self-healing and self-optimizing capabilities of the switch ensure that the network will remain operational and maintain performance, even when issues occur, providing ...

Warrilow attributes the difficult switch to the perception of VMware. Customers see Broadcom primarily as ... company also provides its customers with network services, storage, and management ...

Astera Labs' benefits from strong AI demand, expanding product portfolio, and key partnerships despite a recent dip in stock, signaling growth potential ahead.

The diversified chip stock, best known for its networking components and switches ... XPUs and Ethernet networking components. 10% of the VanEck Semiconductor ETF is invested in Broadcom.