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OpenAI and Broadcom to finalize custom AI processor in the coming months say industry sources
tomshardware.com/tech-industry/artificial-intelligence/openai-and-broadcom-to-finalize-custom-ai-processor-in-the-coming-months-say-industry-sources

Baron Opportunity Fund Q3 2024 Shareholder Letter: During Q3 2024, Baron Opportunity Fund rose 4.04% (Inst) outperforming the Russell 3000 Growth Index ...
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An $803 billion company most people have never heard of just knocked Tesla out of the Magnificent 7
fortune.com/2024/10/05/broadcom-tesla-magnificent-7-companies-market-cap/

Paid articlePaywallAT&T sues Broadcom for refusing to honor existing VMware service agreements: When Broadcom acquired VMware last year for $61 billion, it didn't waste time making ...
techspot.com/news/104614-att-sues-broadcom-refusing-honor-existing-vmware-service.html
A semiconductor maker expects to make $12 billion from AI this year: Broadcom's stock fell after posting lukewarm third-quarter earnings
qz.com/broadcom-q3-2024-ai-chips-sales-revenue-guidance-1851641657

VMware customers report massive price increases since Broadcom deal: Broadcom's acquisition of VMware led to price hikes for customers that are driving interest ...
businessinsider.com/vmware-customers-report-massive-price-increases-since-broadcom-deal-2024-8
OpenAI holds talks with Broadcom about developing new AI chip, the Information reports
reuters.com/technology/artificial-intelligence/openai-holds-talks-with-broadcom-about-developing-new-ai-chip-information-2024-07-18/

Key FactsOpenAI in Talks with Broadcom to Develop New AI Chip, The Information Reports
Jul 18, 2024 · Reading time: ~30 sec.
Summary created with AI assistance · Source: reuters.com
Summary created with AI assistance · Source: reuters.com
- OpenAI is in discussions with chip designers, including Broadcom, about developing a new artificial intelligence chip, as reported by The Information from sources familiar with the matter.
- The Microsoft-backed company is hiring former Google employees who developed the tech giant's AI chip and is planning to create an AI server chip.
- OpenAI plans to raise billions of dollars to establish a network of factories for semiconductor manufacturing, with potential partners being Intel, Taiwan Semiconductor Manufacturing Co, and Samsung Electronics.
- The company is engaging in ongoing conversations with industry and government stakeholders to enhance access to the infrastructure necessary for the widespread utilization of AI benefits.
Report: ByteDance, Broadcom Are Developing Custom AI Chips: The firms believe it's possible to design a new 5nm chip that does not violate US sanctions.
extremetech.com/computing/report-bytedance-broadcom-are-developing-custom-ai-chips

Nvidia’s stock turns sharply lower with a $246 billion swing in market cap: Chip maker sees its largest downward intraday market-cap reversal on record
marketwatch.com/story/nvidias-stock-furthers-gains-and-an-analyst-says-not-to-fight-the-ai-train-9b03e580
Broadcom is coming for Nvidia fast, but can it break its ecosystem lock-in?: In a note to investors this week, Bank of America said, Consider it a top AI pick ...
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Broadcom: High-Quality Semiconductor Company, But Priced For Perfection: Broadcom's AI revenue expected to exceed $10B, but caution is advised due to surging ...
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Paid articlePaywallWill Earnings From These 10 AI Stocks Live Up to the Hype?: What to watch for in Q1 reports from Nvidia, Microsoft, Amazon, Broadcom, and more.
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Broadcom's Stock Is A Real Bargain: Broadcom dominates in AI hardware infrastructure and is rapidly expanding into software. Learn why AVGO stock is a Buy.
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Paid articlePaywallBroadcom says “many” VMware perpetual licenses got support extensions: Broadcom reportedly accused of changing VMware licensing and support conditions.
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VMware customer reaction to Broadcom may set the future of software licensing: Enterprise tech slingers want to see what Hock Tan can get away with – and ...
theregister.com/2024/04/05/the_world_is_watching_broadcom/

Broadcom showcases huge XPU AI accelerator for mystery client: Broadcom recently hosted an AI investor day to showcase its latest market solutions ...
techspot.com/news/102382-broadcom-showcases-huge-xpu-ai-accelerator-mystery-client.html
Broadcom builds a better SASE out of VMware VeloCloud and Symantec: First integration across properties, as end user compute division readies to leave home
theregister.com/2024/02/27/vmware_symantec_sase/

VMware admits sweeping Broadcom changes are worrying customers: Broadcom has cut VMware products, perpetual licenses, and its partner program.
arstechnica.com/information-technology/2024/02/vmware-admits-sweeping-broadcom-changes-are-worrying-customers/

VMware acquired; new owner lays off 217 in Atlanta: A huge tech acquisition with ramifications in U.S. trade policy will mean thousands of layoffs ...
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Broadcom accepts to buy VMware for $61 billion: According to a report, Broadcom has agreed with the acquisition terms of VMware. That's a major shift in the ...
gizchina.com/2022/05/27/broadcom-accepts-to-buy-vmware-for-61-billion/

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