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05.03.26 - 23:42
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Broadcom Expects 2027 AI Chips Sales to Top $100 Billion | Bloomberg Tech 3/5/2026 (Bloomberg)
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Bloomberg's Caroline Hyde and Ed Ludlow discuss Broadcom's results as the CEO predicts AI chip sales will top $100 billion next year. Plus, Anthropic has restarted talks with the Pentagon following the feud over AI use by the military, according to a person familiar with the matter. And, Founders Fund General Partner Trae Stephens and Nominal CEO Cameron McCord discuss the startup's latest funding and its efforts to modernize manufacturing. (Source: Bloomberg)...
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05.03.26 - 02:12
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Broadcom targets $100bn AI chip revenue by 2027 as hyperscaler demand scales (Digitimes)
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On March 4, Broadcom told investors on its fiscal first quarter 2026 earnings call that its projection of “significantly in excess of US$100 billion” in 2027 refers specifically to silicon content — chips such as custom XPUs, switch chips, and DSPs — rather than broader systems, services, or software. CEO Hock E. Tan said management has “line of sight” to that chip-only figure and repeatedly framed the outlook around per‑customer compute deployments rather than one‑off transactions....
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04.03.26 - 23:18
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Chipkonzern Broadcom bleibt optimistisch (DPA-AFX)
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SAN JOSE (dpa-AFX) - Der Chipkonzern Broadcom ist für das laufende zweite Quartal optimistisch. In den drei Monaten bis Ende April dürfte der Umsatz zum Vorjahreszeitraum um 47 Prozent auf rund 22 Milliarden US-Dollar ......
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