Meta and Broadcom extend their AI chip deal to 2029
Meta expands partnership with Broadcom to develop custom AI processors, committing over one gigawatt of computing capacity for a multi-gigawatt rollout.
Nvidia's record quarter and what it signals for CFOs: 'Compute equals revenue' | Fortune
Nvidia reported record Q4 revenue of $68.1 billion with 73% year-over-year growth, driven by surging data center demand, and guided Q1 fiscal 2027 revenue to $78 billion with secured capacity for multiple quarters ahead.