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Gartner says only 3% of organizations are getting AI cost savings from productivity, yet 85% plan to spend more
techspot.com/news/114366-ai-promised-savings-arent-materializing-3-companies-beat.html
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Meta plans $95 billion stock offering to fuel AI spending despite growing bubble fears
techspot.com/news/114336-meta-plans-95-billion-stock-offering-fuel-ai.html
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Exclusive | Broadcom CEO Intervened to Seal $63 Billion Anthropic Debt Deal: The deal, announced on Monday, is the biggest ever to raise money for AI ...
wsj.com/finance/broadcom-ceo-intervened-to-seal-63-billion-anthropic-debt-deal-c807754f
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Chip stocks slide after Broadcom boss likens AI investing to ‘casino’: Asian markets fall and Samsung shares tumble after its Chinese rival CXMT claims strong ...
theguardian.com/business/2026/oct/13/chip-stocks-broadcom-ai-samsung-shares-cxmt
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UBS stays bullish on Broadcom’s AI story, so why is the stock struggling?: Broadcom just posted its strongest quarter ever, with revenue up 86% and AI chip sales ...
financialexpress.com/market/global-markets/ubs-says-ai-boom-has-room-to-run-is-broadcom-stock-still-a-buy/4332017/
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Meta doubles down on custom AI chips with Broadcom deal through 2029: Under the deal, Meta has committed to an initial deployment of 1 gigawatt of MTIA capacity ...
techspot.com/news/112076-meta-locks-broadcom-build-mtia-ai-chips-through.html
Meta doubles down on custom AI chips with Broadcom deal through 2029