AI Market Movers · GPUs, accelerators & foundries
Broadcom
AVGO
Broadcom sells custom XPUs to hyperscalers who would rather not buy every accelerator from Nvidia. That is the other way to get a training chip.
- Site
- broadcom.com
- Who
- Hock Tan, CEO
In the Daily
· Morning Brief
The speakerphone said hoaxTrump calls Huang on stage and brands AI fears a hoax — plus Broadcom keeps its forecasts, Anthropic’s IPO calendar holds, and Watch.
· Closing Time
Closing Time: The slowdown just got signaturesAmodei’s pace plan, Nvidia’s Anthropic IPO talk, and Meta’s staff revolt over training data
· Morning Brief
The fluids problem just blew upOpenAI claims a Millennium Prize breakthrough, Samsung deepens chip ties, and Anthropic’s safety team is openly scared.
· Closing Time
Closing Time: They bought the town squareNvidia signed Hugging Face. Astra started rolling. Anthropic chased distillers onto the dark web.
· Morning Brief
They booked the gigawatts before the chipsBroadcom sketched Anthropic and OpenAI gigawatt roadmaps through 2028, Astra’s opaque reasoning alarmed safety researchers, and Google priced Flash like a comeback.
· Closing Time
Anthropic bought the power. Meta bought the peace.460 megawatts of Vera Rubin in West Virginia. Plus MiniMax hits $800 million ARR.
· Closing Time
Closing Time: Anthropic named a market bigger than the economyOpenAI says Jalapeño beat Nvidia. ClickHouse hits $350 million ARR.