OpenAI's $10 billion announcement with chipmaker Cerebras this week was the latest in a string of big deals with companies at the center of the AI infrastructure boom. In 2025, the ChatGPT maker inked ...
Broadcom secures major custom AI chip deals with Anthropic ($21B) and OpenAI (potential $100B), significantly boosting its growth outlook. AVGO's leadership in custom ASICs and networking chips is ...
Broadcom (AVGO) reported blockbuster Q4 fiscal results yesterday. Shares initially rallied but fell 4.5% in after-hours trading as investors fretted over delayed OpenAI (PC:OPAIQ) revenue.