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1.
Moving To Mainframe Can Be Cheaper Than Sticking With VMware (slashdot.org)
2.
Tech stocks close out best month since start of Covid pandemic in 2020 (cnbc.com)
3.
OpenAI may be planning a 2028 smartphone push with custom chips (androidauthority.com)
4.
Google To Invest Up To $40 Billion In Anthropic (slashdot.org)
5.
Google plans to invest even more money into Anthropic (engadget.com)
6.
We're booking a 375% gain in a stock to raise cash for unloved names (cnbc.com)
7.
Anthropic looks to hire six-figure role for negotiating data center deals to fuel Europe AI expansion (cnbc.com)
8.
Marvell pops on report it will help Google with custom AI chips. Broadcom shares sink (cnbc.com)
9.
Broadcom to supply Meta with custom silicon through 2029 — Broadom CEO Hock Tan departs Meta's board (tomshardware.com)
10.
Nvidia's long-awaited stock breakout is proof that patience pays off (cnbc.com)
11.
Jim Cramer says the stock market is so overbought that we have to tread carefully (cnbc.com)
12.
Bank of America earnings, Kalshi's DC charm offensive, a United-American merger and more in Morning Squawk (cnbc.com)
13.
Meta doubles down on custom AI chips with Broadcom deal through 2029 (techspot.com)
14.
Meta commits to 1 gigawatt of custom chips with Broadcom as Hock Tan decides to leave board (cnbc.com)
15.
Meta commits to 1 gigawatt of custom chips with Broadcom as Hock Tan agrees to leave board (cnbc.com)
16.
Meta commits to one gigawatt of custom chips with Broadcom as Hock Tan agrees to leave board (cnbc.com)
17.
"Negative" views of Broadcom driving VMware migrations, rival says (news.ycombinator.com)
18.
'Negative' Views of Broadcom Driving Thousands of VMware Migrations, Rival Says (slashdot.org)
19.
“Negative” views of Broadcom driving thousands of VMware migrations, rival says (arstechnica.com)
20.
Broadcom's stock jumps 6% after chipmaker expands Google, Anthropic deals (cnbc.com)
21.
Is it time to buy tech, again? A flurry of good news from Broadcom may hold the answer (cnbc.com)
22.
The Spiraling Cost of Making AI (feeds.content.dowjones.io)
23.
Anthropic ups compute deal with Google and Broadcom amid skyrocketing demand (techcrunch.com)
24.
Broadcom shares climb as chipmaker agrees Google and Anthropic deals (cnbc.com)
25.
Broadcom to supply Anthropic with 3.5 gigawatts of Google TPU capacity from 2027 — Claude pioneer says its annual revenue run rate has passed $30 billion (tomshardware.com)
26.
Broadcom shares jump before the bell as chipmaker agrees Google and Anthropic deals (cnbc.com)
27.
Broadcom to Supply AI Chips to Google, Computing Capacity to Anthropic in Expanded Collaboration (feeds.content.dowjones.io)
28.
Broadcom agrees to expanded chip deals with Google, Anthropic (cnbc.com)
29.
Anthropic expands partnership with Google and Broadcom for next-gen compute (news.ycombinator.com)
30.
Anthropic expands partnership w Google and Broadcom for multiple GW of compute (news.ycombinator.com)
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