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14.09.26 - 05:06
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Google TPU pays back investment in 1 year, creating upside for MediaTek, Broadcom ASIC revenues (Digitimes)
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Google Cloud CEO Thomas Kurian recently revealed that Google's overall payback period for AI server investments is less than two years, with in-house silicon recovering its costs in half that time. This translates to a payback period of less than one year for servers using Google's in-house silicon, including its tensor processing units (TPUs). Industry observers note this rapid capital return gives application-specific integrated circuit (ASIC) design service partners, such as MediaTek and Broadcom, substantial room for upward revenue revisions as Google doubles down on its TPU strategy....
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03.09.26 - 08:24
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Broadcom liefert gigantische KI-Prognose (Ariva)
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Broadcom übertrifft die Erwartungen und stellt eine Verdopplung des KI-Geschäfts in Aussicht. Trotzdem enttäuscht die Aktie erneut. Broadcom hat für das dritte Quartal des Geschäftsjahres 2026 starke Zahlen vorgelegt und dabei erneut vom weltweiten Ausbau der KI-Infrastruktur profitiert. Der Umsatz stieg gegenüber dem Vorjahreszeitraum um 86 Prozent auf 29,59 Milliarden US-Dollar. Auch beim Gewinn übertraf ......
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03.09.26 - 07:54
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Broadcom Forecasts Boom in AI Chip Sales (Bloomberg)
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Broadcom predicted a surge in artificial intelligence chip sales over the next two years, helping renew optimism that it can challenge Nvidia's dominance in the lucrative market. The company also is on track to top earnings of $30 a share in fiscal 2028, outpacing Wall Street estimates. Bloomberg Intelligence analyst Matt Bloxham has the details. (Source: Bloomberg)...
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03.09.26 - 03:06
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Broadcom′s custom AI silicon takes over the income statement as revenue climbs 86% (Digitimes)
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Broadcom's third quarter, ended August 2, 2026, is the point at which custom AI silicon stopped being an adjacent product line and became the shape of the company. Revenue reached US$29.6 billion, up 86% from a year earlier and 33% from the previous quarter. AI semiconductor revenue of US$16.7 billion — up 221% year on year, and 54% sequentially — is now larger than everything Broadcom billed, across every product and both segments, in the same quarter of 2025....
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