Broadcom has been silently working on what appears to be one of the largest processors ever made, with 12 stacks of HBM memory, making this mystery XPU a bigger beast than NVIDIA's just-announced ...

Intel last year got into a lot of trouble due to the unforeseen delay of its already delayed Sapphire Rapids Xeon. Intel has now announced a new major delay, this time regarding its much-anticipated ...

AI trifecta, VMware moat, and rising capex tailwinds support FCF and dividends. Click to read why AVGO is a Strong Buy.

One of the most amazing things that human civilization has created is the silicon chip, with semiconductor technology not just about the 'CPU' or the 'GPU' anymore... but rather advanced packaging ...

Broadcom predicts serviceable market for AI XPU and networking could reach $60 billion to $90 billion by 2027 and company is a market leader. During Broadcom’s Q4 2024 earnings call, CEO Hock Tan ...

Nvidia (NASDAQ:NVDA) remains the undisputed AI chip king, but Broadcom’s (NASDAQ:AVGO) latest earnings release shows that the rise of XPUs could start eating into GPUs’ dominance. Take advantage of ...

With Rialto Bridge canceled, the next GPU in the Max Series will now be Falcon Shores, a new “flexible chiplet-based architecture” which Intel said will launch in 2025 after originally promising a ...

When Intel announced its “Falcon Shores” project to build a hybrid CPU-GPU compute engine back in February 2022 that allowed the independent scaling of CPU and GPU capacity within a single socket, it ...

Broadcom's XPU business is set to expand over the next few years. The stock is far cheaper than it was for most of 2024 and 2025. With any stock, I'm not concerned about what the stock price does a ...

Nvidia (NASDAQ: NVDA) has been the top AI investment since the AI arms race kicked off in 2023. Over that time frame, Nvidia's stock has risen over 800%, turning every $10,000 invested into over ...