Broadcom - Page 14
Stories from Broadcom come first, newest first, then stories from connected topics (CapEx, Big Tech, AI Chips & Compute, Tech News, AI), each labelled with where it comes from. This view is not indexed by search engines.
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AM Intelligence’s extra 20,000 Nvidia Rubin GPUs: company plans for India and Malaysia
AM Intelligence says two further binding orders for ~20,000 Nvidia Rubin GPUs take committed capacity to ~29,000 GPUs and close to 100 MW, with plans for another 300 MW backed by more than $20bn. Company-reported.
SpaceX’s reported $40bn Nvidia chip loan: early talks, unnamed sources
Business Standard relays Bloomberg/FT reporting that SpaceX is in early talks to borrow about $40bn for Nvidia chips. Claims rest on unnamed sources; talks may not close. Not company-confirmed.
Google’s 890 MW nuclear uprates deal with Constellation: more power from plants already running
Google says a new power purchase agreement with Constellation will finance uprates at six US nuclear plants, adding 890 MW of firm clean capacity to PJM before end-2032. Figures are company-reported.
Etched’s $40–50B talk: early offers, anonymous sources only
TechCrunch, citing anonymous sources, says AI chip startup Etched is reviewing early funding offers at roughly $40–50 billion valuation. Etched declined to comment; the talks are unverified.
Nvidia’s Record Run: The AI Chipmaker Edges Towards a $6 Trillion Valuation
Nvidia shares closed at a record $238.90 on 5 October, briefly lifting its market value to about $5.78 trillion, according to Seoul Economic Daily. Here is what is driving the rally and what the numbers do and do not mean.
The $25 Billion Tech Deal Spree: How AI Infrastructure Became the New Arms Race
The $25 Billion Tech Deal Spree: How AI Infrastructure Became the New Arms Race
Meta, Nvidia, Intel, and OpenAI are pouring unprecedented capital into partnerships and infrastructure. Here's...
Intel Joins Elon Musk Terafab The 20 Billion Bet to Build the Worlds Largest AI Chip Factory
Intel has spent the better part of a decade falling behind. The company that once dominated semiconductor manufacturing missed the mobile revolution, fumbled advanced process nodes, and...
Foxconn’s $66.6 Billion Quarter Proves AI Infrastructure Is the Real Money
Foxconn's $66.6 Billion Quarter Proves AI Infrastructure Is the Real Money
The world's largest contract manufacturer just posted 29.7% revenue growth — and it's not from iPhones.While Silicon...
The Semiconductor Revolution: 2026s Game-Changers in Chips and AI
From geopolitical supply chain battles to Arm's AI data center CPU, 2026 is redefining the semiconductor landscape. What does this mean for the future of technology?
TSMC 3nm Capacity Crisis: Why the World’s Biggest Chipmaker Is Building a GigaFab
TSMC reveals 3nm capacity is sold out through 2028. The GigaFab expansion aims to double advanced-node production — but not in time to prevent three years of tech bottlenecks.
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