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Nvidia's stock has fallen 11% this week following Jensen Huang's resignation amid revelations of personal affairs, one involving a woman reportedly linked to Chinese intelligence. Rival chipmakers AMD and Broadcom have jumped 30% and 24% respectively, while manufacturing partner TSMC has gained 11%, as investors rotate capital away from Nvidia.
A hobbyist detailed how they got peer-to-peer memory access working across four AMD Radeon AI PRO R9700 cards and two RTX 3090s connected through a Broadcom PEX88096 PCIe switch on Linux. They released a kernel module called gpu-rebar-layout on GitHub that manually resizes each card's BAR to 32 GB after boot, working around a BIOS limitation and a Linux kernel bug that prevents the system from allocating enough address space for six large BARs at once.
Asus's new flagship router, the ROG Rapture GT-BN98 Pro, uses a Broadcom BCM6718 chip with a quad-core 2.6GHz processor, 2GB of RAM, and four wireless bands including two 6GHz channels. Testing showed speeds up to 3Gbps at close range and 350Mbps at long distance, outperforming Asus's existing Wi-Fi 7 flagship, with a fanless thermal design and extensive wired port options including dual 10Gbps connections.
Jim Cramer told CNBC viewers Tuesday that the two-day rally in AI stocks, sparked partly by a $63 billion financing package from banks and Blackstone backing Anthropic's purchase of Broadcom hardware, doesn't mean risks to the data-center trade have passed. He flagged continued borrowing stress at smaller 'neocloud' infrastructure firms like CoreWeave, Nebius and Iren, and questioned why Anthropic is financing its hardware purchases with debt rather than its own profits.
Device tree files for an unannounced Raspberry Pi Zero 3 W and a Raspberry Pi 4 Model A have appeared in Raspberry Pi's Linux kernel tree, first spotted by Phoronix. The Zero 3 W files indicate it uses the Broadcom BCM2711 quad-core Cortex-A72 chip found in the Pi 4, a major upgrade from the Zero 2 W's Cortex-A53 processor, along with configuration suggesting an 8-bit eMMC storage controller.
A group of financial institutions including Blackstone has arranged $63 billion in financing to buy AI computing hardware from Broadcom, which will then be leased to Anthropic. The structure allows Anthropic to access large volumes of AI infrastructure without directly financing the purchase itself.
Security researcher Quentin Kaiser disclosed a vulnerability he named WPSplinter in Broadcom's WPS code at the Hexacon conference in Paris. He showed that an attacker within Wi-Fi range, without the password, could extract network keys or gain a remote shell on affected routers, and confirmed the bug on gateways used by three of Belgium's four major ISPs.
A technical analysis examines how far current computing technologies remain from fundamental physical limits, comparing silicon-based energy efficiency, memory density, and data transmission against theoretical bounds like the Holevo limit. The piece notes DNA can store a bit in about 30 atoms versus a theoretical 125-atom cube, and that companies like Nvidia and Broadcom are shipping optical interconnects built directly into chip packaging to cut energy use per transmitted bit.
The Nasdaq posted its worst weekly performance since June, falling 4.5% and ending a four-week winning streak, while the S&P 500 dropped 2%. The Dow Jones Industrial Average rose 0.7% as investors shifted toward healthcare and consumer staples. The decline accelerated after September's consumer price index rose 3.7% year-over-year and producer prices jumped 6.3% annually, the largest gain since 2022.
A security researcher disclosed a vulnerability in Broadcom's proprietary 802.11 parser that has existed in its SDK since at least 2010, with an incomplete fix issued quietly in 2018. The bug can be triggered remotely over WiFi without the network password, enabling information disclosure and remote code execution, and the researcher demonstrated working exploits against routers from three of Belgium's four major ISPs. Broadcom has reportedly known of the issue since 2018, declined to assign it a CVE or disclose it publicly, and instead recommended OEMs migrate to hostapd rather than patching directly.
Topgolf has moved 12,000 virtual machines from VMware to VergeIO's VergeOS platform after Broadcom's pricing changes threatened to quadruple its VMware costs. The sports entertainment company's global infrastructure manager Scott Forehand says the migration has already eliminated over $11.3 million in combined infrastructure costs, with the full transition off VMware expected by mid-December. Twenty Topgolf venues still run VxRail with VMware Cloud Foundation during the ongoing switchover.
At the DBS Asia Future Forward Conference in Singapore, Broadcom CEO Hock Tan said access to capital could become a bigger constraint on AI growth than shortages of chips, memory or electricity. Intel CEO Lip-Bu Tan agreed, citing rising capital costs and unresolved questions about whether heavy AI investments will generate adequate returns. Hock Tan added that prior supply bottlenecks, such as memory shortages, have historically eased over time, with wafer shortages potentially easing by 2028-2029.