#broadcom-technology

[ follow ]
fromComputerWeekly.com
6 hours ago

Qualcomm expands strategic advanced driver assistance systems, immersive eyewear collaborations | Computer Weekly

Qualcomm is helping address one of the auto industry's most pressing needs - scaling intelligent vehicle technology to meet growing consumer demand for vehicles that are automated, connected and highly personalised.
European startups
#intel
Tech industry
from24/7 Wall St.
4 hours ago

Intel Climbs 5%: Landmark Google Partnership and Geopolitical Tailwinds Fuel the Rally

Intel shares are up 5% due to a partnership with Google and strong year-to-date performance.
Toronto startup
fromWIRED
5 days ago

5 Burning Questions About Elon Musk's Terafab Chip Partnership with Intel

Intel will collaborate with Elon Musk on the Terafab project, a significant chip development and fabrication operation.
Toronto startup
fromTechzine Global
5 days ago

Intel joins Musk's Terafab AI chip project

Intel collaborates with SpaceX and Tesla on Terafab, a chip project for AI and robotics, enhancing Musk's chip manufacturing ambitions.
Toronto startup
from24/7 Wall St.
6 days ago

Intel Rises 3% as SpaceX, Tesla, and xAI Tap Chip Giant for Ambitious TeraFab Project

Intel's stock rose 3% after partnering with SpaceX, Tesla, and xAI on the TeraFab semiconductor initiative.
Business
from24/7 Wall St.
5 days ago

Intel Jumps 8%: The TeraFab Excitement Is Real, but Is the Valuation Stretched?

Intel stock surges 8% due to TeraFab partnership, raising questions about valuation versus fundamentals.
Tech industry
from24/7 Wall St.
4 hours ago

Intel Climbs 5%: Landmark Google Partnership and Geopolitical Tailwinds Fuel the Rally

Intel shares are up 5% due to a partnership with Google and strong year-to-date performance.
Toronto startup
fromWIRED
5 days ago

5 Burning Questions About Elon Musk's Terafab Chip Partnership with Intel

Intel will collaborate with Elon Musk on the Terafab project, a significant chip development and fabrication operation.
Toronto startup
fromTechzine Global
5 days ago

Intel joins Musk's Terafab AI chip project

Intel collaborates with SpaceX and Tesla on Terafab, a chip project for AI and robotics, enhancing Musk's chip manufacturing ambitions.
Toronto startup
from24/7 Wall St.
6 days ago

Intel Rises 3% as SpaceX, Tesla, and xAI Tap Chip Giant for Ambitious TeraFab Project

Intel's stock rose 3% after partnering with SpaceX, Tesla, and xAI on the TeraFab semiconductor initiative.
Business
from24/7 Wall St.
5 days ago

Intel Jumps 8%: The TeraFab Excitement Is Real, but Is the Valuation Stretched?

Intel stock surges 8% due to TeraFab partnership, raising questions about valuation versus fundamentals.
Business intelligence
fromTechzine Global
11 hours ago

AI deployment in networks is stalling as pressure on infrastructure mounts

AI adoption in network environments is slower than expected, with increasing infrastructure demands and significant challenges in deployment and integration.
Roam Research
fromArs Technica
51 minutes ago

Google shoehorned Rust into Pixel 10 modem to make legacy code safer

Rust's borrow checker ensures memory safety at compile time, making it a suitable choice for enhancing modem security against vulnerabilities.
#artificial-intelligence
Business intelligence
fromComputerWeekly.com
5 days ago

Cisco: Network readiness a determining factor for AI success | Computer Weekly

Two-thirds of industrial organizations have adopted AI in live operations, with infrastructure and security being crucial for successful transformation.
Business intelligence
fromComputerWeekly.com
5 days ago

Cisco: Network readiness a determining factor for AI success | Computer Weekly

Two-thirds of industrial organizations have adopted AI in live operations, with infrastructure and security being crucial for successful transformation.
Venture
fromTechCrunch
2 days ago

Nvidia-backed SiFive hits $3.65 billion valuation for open AI chips | TechCrunch

SiFive raised $400 million, valuing the company at $3.65 billion, focusing on RISC-V open chip designs for AI data centers.
#broadcom
Tech industry
from24/7 Wall St.
6 days ago

Broadcom Surges 6% as AI Deals With Google and Anthropic Supercharge Revenue Visibility

Broadcom shares rose 6% after announcing long-term AI supply agreements with Google and Anthropic, despite broader tech sector declines.
Tech industry
from24/7 Wall St.
6 days ago

Broadcom's Long-Term Google TPU Deal Is Bigger Than It Looks for AI Infrastructure

Broadcom's long-term agreement with Alphabet for custom TPUs enhances revenue visibility and positions the company for significant growth in AI semiconductor revenue.
Software development
fromTechzine Global
3 days ago

Broadcom combines AI and automation in Automic V26

Broadcom's Automic Automation V26 integrates AI into business processes while emphasizing control and governance to mitigate risks associated with unpredictability.
Tech industry
from24/7 Wall St.
4 days ago

Broadcom vs. Qualcomm: Buy One, Avoid the Other

Broadcom's AI-driven growth contrasts with Qualcomm's slower transition from handset reliance amid market challenges.
Business
from24/7 Wall St.
5 days ago

Broadcom Cut to Neutral at Seaport: Has the AI Chip Party Finally Gone Too Far?

Broadcom's stock was downgraded to Neutral due to valuation concerns after a significant AI-driven rally.
Tech industry
fromArs Technica
4 days ago

"Negative" views of Broadcom driving thousands of VMware migrations, rival says

Customer dissatisfaction with Broadcom's VMware takeover has led to significant migrations to Nutanix, with claims of 30,000 customers switching platforms.
Tech industry
from24/7 Wall St.
6 days ago

Broadcom Surges 6% as AI Deals With Google and Anthropic Supercharge Revenue Visibility

Broadcom shares rose 6% after announcing long-term AI supply agreements with Google and Anthropic, despite broader tech sector declines.
Tech industry
from24/7 Wall St.
6 days ago

Broadcom's Long-Term Google TPU Deal Is Bigger Than It Looks for AI Infrastructure

Broadcom's long-term agreement with Alphabet for custom TPUs enhances revenue visibility and positions the company for significant growth in AI semiconductor revenue.
Business
from24/7 Wall St.
3 days ago

Think It's Too Late to Buy Lumentum? Here's the Case for Getting In Now

Lumentum Holdings has seen significant stock growth, but entry risks and valuation concerns warrant careful consideration for investors.
fromTechzine Global
3 days ago

Cisco strengthens AI observability Splunk by acquiring Galileo

Galileo provides AI teams with tools to evaluate the quality of AI outputs, detect errors before they reach end users, and continuously improve the behavior of AI agents in production.
DevOps
Information security
fromSecurityWeek
3 days ago

Juniper Networks Patches Dozens of Junos OS Vulnerabilities

Juniper Networks released patches for multiple vulnerabilities, including severe flaws that could lead to privilege escalation and remote device takeover.
Apple
from24/7 Wall St.
4 days ago

Delays or Not, Apple's Next Innovations Will Be Worth the Wait for Investors

Apple's stock fluctuates due to potential delays in the launch of its first foldable iPhone, amid conflicting reports about its release schedule.
Mission District
fromSan Jose Spotlight
4 days ago

Palo Alto prepares to go big on housing around San Antonio Road - San Jose Spotlight

San Antonio area is undergoing transformation with new mid-rise housing projects and relaxed building standards to encourage denser development.
fromTelecompetitor
5 days ago

Mint Mobile combines wireless and home internet for $45

"Big Cable has had a pretty good run charging people whatever they want and calling it a promotion. We figured it was time to offer something radically different, like one clear price that doesn't slowly morph into something horrifying."
Mobile UX
#uber
Tech industry
fromTechCrunch
6 days ago

Uber is the latest to be won over by Amazon's AI chips | TechCrunch

Uber is expanding its AWS cloud services contract, utilizing Amazon's Graviton chips and testing Trainium3, signaling competition with Google and Oracle.
Tech industry
fromTechCrunch
6 days ago

Uber is the latest to be won over by Amazon's AI chips | TechCrunch

Uber is expanding its AWS cloud services contract, utilizing Amazon's Graviton chips and testing Trainium3, signaling competition with Google and Oracle.
European startups
fromTechRepublic
3 days ago

Alibaba Launches AI Data Center Powered by 10,000 Homegrown Chips

Alibaba is creating its own semiconductors to power new data centers in response to US export restrictions on AI chips.
Business
from24/7 Wall St.
3 days ago

Is It Too Late to Buy Credo Technology Stock (CRDO)?

Credo Technology's stock has risen significantly, but careful evaluation of its valuation and growth potential is essential before investing.
DevOps
fromTechzine Global
4 days ago

Networks that brought us here won't carry us into AI future

Network infrastructure must evolve to support the demands of agentic AI, making a refresh a strategic necessity for organizations.
Venture
from24/7 Wall St.
4 days ago

Why Semtech Is the Top AI Stock to Buy in April

Semtech is poised for significant growth due to the increasing demand for optical transceivers in data centers.
Roam Research
fromTelecompetitor
4 days ago

Second half of 2025 good for digital divide and Starlink: Ookla report

Starlink service significantly improved broadband access, reducing the digital divide in many states during the second half of last year.
fromTechzine Global
5 days ago

Supermicro launches investigation following case over server exports

Supermicro claims it is not a suspect in the case. However, the company did take action against the individuals involved. Two of them have been placed on leave, while a third person has been fired.
Intellectual property law
#coreweave
Tech industry
fromnews.bitcoin.com
2 days ago

AI Cloud Provider Coreweave Secures Anthropic Agreement for Claude Workloads

Coreweave signed a multi-year agreement with Anthropic to provide cloud infrastructure for AI model development and deployment.
Tech industry
from24/7 Wall St.
3 days ago

CoreWeave Rockets 12% on Anthropic Deal: Two Landmark Contracts in Two Days for the AI Cloud King

CoreWeave stock surged 12% after announcing a multiyear agreement with Anthropic for cloud computing capabilities for AI models.
Tech industry
fromnews.bitcoin.com
2 days ago

AI Cloud Provider Coreweave Secures Anthropic Agreement for Claude Workloads

Coreweave signed a multi-year agreement with Anthropic to provide cloud infrastructure for AI model development and deployment.
Tech industry
from24/7 Wall St.
3 days ago

CoreWeave Rockets 12% on Anthropic Deal: Two Landmark Contracts in Two Days for the AI Cloud King

CoreWeave stock surged 12% after announcing a multiyear agreement with Anthropic for cloud computing capabilities for AI models.
#ai
Artificial intelligence
fromTechzine Global
3 days ago

Anthropic considers developing own chip to reduce third party reliance

Anthropic is exploring the design of proprietary chips to address growing demand and infrastructure strain, but no final decisions have been made yet.
Artificial intelligence
fromTechCrunch
6 days ago

Anthropic ups compute deal with Google and Broadcom amid skyrocketing demand | TechCrunch

Anthropic signed a new agreement with Google and Broadcom to expand compute capacity for its Claude AI models amid soaring demand.
Tech industry
fromtechcrunch.com
6 days ago

Firmus, the 'Southgate' AI datacenter builder backed by Nvidia, hits $5.5B valuation

Firmus raised $505 million at a $5.5 billion valuation, focusing on energy-efficient AI data centers in Australia and Tasmania.
Tech industry
from24/7 Wall St.
1 week ago

Marvell vs. Broadcom: One Custom Chip Stock Wins. The Other's a Trap

Marvell and Broadcom are key players in the AI semiconductor market, with distinct growth trajectories and financial profiles.
Artificial intelligence
fromTechzine Global
3 days ago

Anthropic considers developing own chip to reduce third party reliance

Anthropic is exploring the design of proprietary chips to address growing demand and infrastructure strain, but no final decisions have been made yet.
Artificial intelligence
fromTechCrunch
6 days ago

Anthropic ups compute deal with Google and Broadcom amid skyrocketing demand | TechCrunch

Anthropic signed a new agreement with Google and Broadcom to expand compute capacity for its Claude AI models amid soaring demand.
Tech industry
fromtechcrunch.com
6 days ago

Firmus, the 'Southgate' AI datacenter builder backed by Nvidia, hits $5.5B valuation

Firmus raised $505 million at a $5.5 billion valuation, focusing on energy-efficient AI data centers in Australia and Tasmania.
Tech industry
from24/7 Wall St.
1 week ago

Marvell vs. Broadcom: One Custom Chip Stock Wins. The Other's a Trap

Marvell and Broadcom are key players in the AI semiconductor market, with distinct growth trajectories and financial profiles.
Business
from24/7 Wall St.
3 days ago

This Semiconductor Stock Is All You Need To Be Buying

Taiwan Semiconductor is a crucial stock for portfolios, outperforming competitors and holding significant market share in chip manufacturing.
fromCornell Chronicle
4 days ago

Qualcomm acquires Cornell AI software startup | Cornell Chronicle

"They say 99% of companies fail, so to be that 1% of successful exits is super exciting," Weatherspoon said.
European startups
Silicon Valley
fromTechCrunch
6 days ago

Intel signs on to Elon Musk's Terafab chips project | TechCrunch

Intel will collaborate with SpaceX and Tesla to build a semiconductor factory in Texas, enhancing AI and robotics capabilities.
Tech industry
fromTheregister
4 days ago

Google taps Intel for another round of custom network chips

Google continues collaboration with Intel for SmartNICs, opting for established technology over developing its own solutions like AWS's Nitro NICs.
Venture
from24/7 Wall St.
1 week ago

Why Marvell's Breakout Deserves Investors' Attention

Marvell stock shows potential for long-term growth following Nvidia's $2 billion investment, despite short-term market fluctuations.
#ai-chips
Tech industry
from24/7 Wall St.
3 days ago

AMD Gains 4%, Broadcom Climbs 5%: The AI Chip Rally Has Two Very Different Winners Today

The AI chip market is diverse, benefiting different companies like AMD and Broadcom with distinct business models.
Toronto startup
fromThe Verge
6 days ago

Intel will help build Elon Musk's Terafab AI chip factory

Intel partners with Musk's Terafab project to build AI chip facility in Austin, Texas, supporting SpaceX and Tesla's AI ambitions.
Tech industry
from24/7 Wall St.
3 days ago

AMD Gains 4%, Broadcom Climbs 5%: The AI Chip Rally Has Two Very Different Winners Today

The AI chip market is diverse, benefiting different companies like AMD and Broadcom with distinct business models.
DevOps
fromComputerWeekly.com
1 week ago

Arm works with IBM to deliver flexibility on mainframe | Computer Weekly

IBM and Arm are collaborating to create dual-architecture hardware for enterprise AI and data-intensive workloads.
fromTheregister
6 days ago

Intel trapped in Elon's reality distortion field

"If you add up all the fabs on earth combined, they're only about 2% of what we need for the... Terafab project," Musk said.
Silicon Valley
#ai-infrastructure
Tech industry
from24/7 Wall St.
4 days ago

Are Intel Investors Tired of Winning Yet? Chipmaker Bags Another Big Score

Intel and Google collaborate on Xeon processors to enhance AI infrastructure and efficiency.
fromTheregister
2 months ago
Tech industry

Supermicro has dodged drama and delivered datacenters

Supermicro's AI-focused GPU systems drove rapid revenue growth to $12.7B in Q2 2026, while gross margins fell to 6.3%.
Tech industry
from24/7 Wall St.
4 days ago

Bloomberg: Broadcom's Google deal proves AI infrastructure demand competing with Nvidia

The Broadcom-Google deal signifies a major shift in AI infrastructure competition, enhancing revenue visibility and growth potential for both companies.
Tech industry
from24/7 Wall St.
4 days ago

Are Intel Investors Tired of Winning Yet? Chipmaker Bags Another Big Score

Intel and Google collaborate on Xeon processors to enhance AI infrastructure and efficiency.
Business intelligence
fromComputerWeekly.com
1 week ago

Wireless AI paradox emerges as Wi-Fi evolves into strategic growth engine | Computer Weekly

Strategic investments in wireless and AI are crucial for businesses to achieve operational efficiency and productivity gains.
Artificial intelligence
from24/7 Wall St.
4 days ago

The Real Reason Cloudflare Is Down 11% Today Has Nothing to Do With Insider Selling

Insider selling at Cloudflare is routine and does not indicate trouble; the real concern is competition from Anthropic's new AI offerings.
#marvell-technology
Business
from24/7 Wall St.
4 days ago

Barclays Just Raised Marvell to Overweight. Here's Why the AI Chip Race Is Far From Over

Barclays upgraded Marvell Technology to Overweight, highlighting its strong position in AI infrastructure and significant revenue growth.
Tech industry
fromComputerWeekly.com
1 week ago

Marvell scales up networking to extend Nvidia AI ecosystem | Computer Weekly

Marvell Technology joins Nvidia AI ecosystem to enhance infrastructure development with a $2bn investment.
Business
from24/7 Wall St.
4 days ago

Barclays Just Raised Marvell to Overweight. Here's Why the AI Chip Race Is Far From Over

Barclays upgraded Marvell Technology to Overweight, highlighting its strong position in AI infrastructure and significant revenue growth.
Tech industry
fromComputerWeekly.com
1 week ago

Marvell scales up networking to extend Nvidia AI ecosystem | Computer Weekly

Marvell Technology joins Nvidia AI ecosystem to enhance infrastructure development with a $2bn investment.
Tech industry
fromTechCrunch
4 days ago

Google and Intel deepen AI infrastructure partnership | TechCrunch

Google Cloud and Intel expand partnership to enhance AI infrastructure and develop processors, focusing on Xeon processors and custom IPUs.
Business
from24/7 Wall St.
4 days ago

SanDisk Pops 4% as AI Demand and NAND Price Tailwinds Keep the Memory Chip Sector Hot

SanDisk shares surged 4% following a 9.86% gain, driven by AI demand for NAND flash storage.
DevOps
fromTechzine Global
3 weeks ago

Broadcom ships VKS 3.6 and moves Velero to CNCF Sandbox

Broadcom announced VMware vSphere Kubernetes Service 3.6 and submitted Velero to the CNCF Sandbox, enhancing Kubernetes support and operational efficiency.
Tech industry
fromTheregister
3 days ago

AWS ponders selling its home-grown chips by the rack-load

Amazon's chip business could generate ~$50 billion annually if sold independently, highlighting significant demand and growth potential.
Venture
from24/7 Wall St.
3 weeks ago

Broadcom Just Shipped the World's First Quantum-Safe Network Encryption - 3 Reasons AVGO Investors Should Pay Attention

Broadcom shipped the first quantum-safe network encryption solution embedded at the silicon level, positioning itself as a first-mover in a compliance-driven enterprise infrastructure upgrade cycle.
Business
from24/7 Wall St.
2 weeks ago

Broadcom's AI Revenue Just Doubled. The Stock Barely Moved

AI stocks are slowing down, with Broadcom's growth expectations leading to market fatigue and lower valuations despite strong financial performance.
Mobile UX
fromTheregister
1 month ago

Qualcomm, Nvidia push 'AI-native' 6G - definition pending

Major tech companies are announcing 6G commercialization plans at Mobile World Congress, positioning AI as the primary catalyst for the next generation of wireless networks, despite binding 6G standards remaining undeveloped.
Tech industry
fromTelecompetitor
6 days ago

EdgeBeam Wireless acquires Broadspan platform from Sinclair

EdgeBeam Wireless acquires Broadspan to enhance data distribution capabilities and accelerate deployment timelines significantly.
Tech industry
from24/7 Wall St.
6 days ago

Micron's AI Memory Boom Is Real-And Analysts Are Still Playing Catch Up

Micron shares remain volatile amid questions about memory demand due to AI efficiency gains and potential supply shortages into the 2030s.
Gadgets
fromTheregister
2 months ago

Cisco unveils 102.4T Silicon One G300 switch chip

Cisco's Silicon One G300 is a 102.4 Tbps switch with 512 200Gbps SerDes, a shared packet buffer, and collective load balancer reducing AI training time.
from24/7 Wall St.
1 month ago

Live Earnings Analysis: Will Broadcom (AVGO) Announce Something Big Tonight?

Broadcom has beaten EPS estimates in each of the last eight quarters, and Polymarket crowd odds currently sit at 95.85% in favor of a beat. Last quarter was strong on paper. Broadcom reported Q4 FY2025 revenue of $18.02B, beating estimates by 2.63%, with AI semiconductor revenue up 74% year over year.
Business intelligence
fromComputerWeekly.com
1 month ago

Qualcomm plots out 6G, Wi-Fi 8 future with AI as the new user interface | Computer Weekly

The opportunity is to have more devices that are smart, adopting AI and [highlighting] the evolution of the original cloud AI with complementary support happening at the edge. We are able to grow the performance of platforms. Two things are converging: from one side, AI models are working with better performance [with a] reduced number of parameters, [and] at the edge, you can see more and more inference happening.
Artificial intelligence
fromGSMArena.com
1 month ago

Apple C2 modem to bring satellite 5G connectivity

A new rumor from a Chinese leaker suggests that Apple's C2 modem which is expected to be featured inside the iPhone 18 Pro series will support 5G satellite connectivity. The rumor claims the C2 modem will offer support for New Radio Non-Terrestrial Networks (NR-NTN) connectivity. This means devices with the new modem will be able to connect to low-Earth orbit satellites for direct internet access in areas without traditional cellular coverage.
Mobile UX
fromTheregister
1 month ago

Broadcom says AI companies can't make their own silicon

Our custom accelerator business is progressing very well across five customers. Anthropic will soon implement one gigawatt of Broadcom-baked TPUs, and we expect the AI company plans a three-gigawatt deployment in 2027. Meta will install multiple gigawatts of Broadcom's XPU accelerators in 2027 and beyond. OpenAI will deploy over one gigawatt of compute capacity based on custom XPUs in 2027.
Artificial intelligence
#ai-chip-manufacturing
Tech industry
fromTechzine Global
1 month ago

Broadcom: AI companies currently dependent on external chipmakers

Major AI companies lack the capability to develop and mass-produce custom chips at scale, creating sustained demand for Broadcom's specialized AI accelerators.
Tech industry
fromTechzine Global
3 weeks ago

Cisco Silicon One combines uniform chip design with specific deployments

Cisco's Silicon One G300 is a 102.4 terabit networking chip designed for advanced AI data center infrastructure.
fromTechzine Global
2 months ago

Extreme Networks considers acquisition of Ruckus from CommScope

Extreme Networks is investigating the acquisition of Ruckus Networks from CommScope. The deal could be worth more than $1 billion (€857 million). No decision has been made yet, and Extreme may decide not to proceed with the acquisition. This is according to Bloomberg, based on sources. At the close of trading on Monday, Extreme Networks had a market value of approximately $2.1 billion. CommScope shares rose 2.9 percent to $19.04, giving the company a market value of approximately $4.2 billion.
Business
Tech industry
from24/7 Wall St.
1 month ago

CNBC's Partsinevelos: 'Broadcom Just Did What Nvidia Couldn't Explain'

Broadcom provided concrete AI revenue guidance through 2027 while Nvidia failed to shift market narrative despite beating earnings estimates, demonstrating the importance of forward clarity over historical performance.
Tech industry
fromComputerWeekly.com
2 months ago

Broadcom claims enterprise Wi-Fi 8 first | Computer Weekly

Broadcom introduced the first Wi-Fi 8 access point and switch service engineered for AI-ready enterprise networks requiring multi-gigabit speeds, ultra-low latency, edge AI, and enhanced security.
Tech industry
fromTechzine Global
2 months ago

Silicon One is the engine under the hood of Cisco's AI story

Silicon One G300 delivers 102.4 Tbps, doubling previous throughput and enabling AI clusters to scale without network bottlenecks for large-scale training, inference, and real-time workloads.
[ Load more ]