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1.
Broadcom CEO addresses Anthropic's slowdown push, says AI revenue targets haven't changed (cnbc.com)
2.
OpenAI says its next-generation processors could be made at Samsung — double-sourcing with TSMC hints at massive volume requirements [Updated] (tomshardware.com)
3.
OpenAI says its next-generation processors could be made at Samsung — double-sourcing with TSMC hints at massive volume requirements (tomshardware.com)
4.
Marvell shares have soared 241% in a year. CEO says this is a key reason why (cnbc.com)
5.
Leaving VMware just got harder after Broadcom pulled VDDK downloads (news.ycombinator.com)
6.
Leaving VMware Just Got Harder After Broadcom Pulled VDDK Downloads (news.ycombinator.com)
7.
“Trust, not features, is the real deficit”: VMware tries to appease SMBs (arstechnica.com)
8.
VMware migration reduces Tottenham Hotspur's licensing fees by 85 percent (arstechnica.com)
9.
Broadcom delivers strong earnings view as CEO touts growth with AI labs (cnbc.com)
10.
Broadcom's stock drops 5% as weak guidance overshadows earnings beat (cnbc.com)
11.
Broadcom’s AI Success Story Gets Complicated (feeds.content.dowjones.io)
12.
Broadcom Pledges to Lock Down Open Source Python, Java Libraries (slashdot.org)
13.
Nvidia adds more than $400 billion in value after blowout earnings boost AI confidence (cnbc.com)
14.
Nvidia jumps 9% after blockbuster earnings boost AI confidence (cnbc.com)
15.
Nvidia jumps nearly 10% after blockbuster earnings boost AI confidence (cnbc.com)
16.
OpenAI’s Jalapeño chip is built for fast inference at scale, benchmarks show (techcrunch.com)
17.
OpenAI says its Jalapeño chip can power faster AI responses than the competition (theverge.com)
18.
Broadcom debt deal expected to reach upwards of $70 billion, sources say (cnbc.com)
19.
Near-packaged optics (NPO) gains ground as the industry hedges against CPO's growing pains — analysts say volume for NPO silicon photonics products will extend until the end of the decade (tomshardware.com)
20.
Critical VMware vCenter RCE flaw exploited for reverse SSH access (bleepingcomputer.com)
21.
VMware fixes three critical flaws allowing auth bypass, VM escapes (bleepingcomputer.com)
22.
Samsung lands Broadcom AI chip deal worth more than $200 billion through 2030 (techspot.com)
23.
The volatile AI trade marched higher, but oil kept Wall Street on edge last week (cnbc.com)
24.
Allstate accuses Broadcom of auditing it because it quit VMware, CA (arstechnica.com)
25.
Apple Says It Will Spend $30 Billion To Design US-Made Broadcom Chips (slashdot.org)
26.
Jim Cramer says this 'self-help story' is a long-term buy after a 25% pullback (cnbc.com)
27.
Apple to produce Made in America wireless chips with Broadcom (techcrunch.com)
28.
Apple pledges to buy $30 billion of Broadcom's US-made chips (engadget.com)
29.
Apple to increase spend with Broadcom to produce billions more U.S. chips (news.ycombinator.com)
30.
Apple announces its largest US manufacturing investment: a $30B Broadcom chip contract (9to5mac.com)
Today's top topics: artificial intelligence ai regulation jensen huang chatgpt ai agents anthropic nvidia donald trump android authority iphone 18 pro
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