On the latest episode of theCUBE Pod, John Furrier and Dave Vellante discuss OpenAI's partnership with Broadcom and Benioff's ...

Broadcom Inc., the chip designer behemoth that made its name in Irvine before heading to Silicon Valley, has sealed a deal ...

OpenAI has committed to acquiring billions worth of chips for AI infrastructure, raising concerns about financing. The ...

Broadcom's reported cuts follow the reveal of a new partnership with OpenAI, with the pair set to jointly develop custom GPUs ...

Broadcom is poised for explosive growth, as its momentum ranking surges in the latest Benzinga Edge Stock Rankings report.

Nvidia has been the dominant force in the global semiconductor industry thanks to its graphics processing units (GPUs), which ...

OpenAI has signed deals to deploy chips from Nvidia, Broadcom, and AMD starting next year. The owner of ChatGPT needs tremendous compute power as it builds out infrastructure.

Nvidia is confronting its most serious challenge yet, as its biggest clients start cutting into the same market that built ...

Walmart has 2.1 million employees with an estimated annual payroll of $79 billion. They are growing revenues about 4% ...

OpenAI’s massive chip orders from Nvidia, AMD, and Broadcom raise questions of bubble versus boom as the company’s novel financing methods and scale of compute capacity challenge suppliers and ...

Big Tech giants like Google, Amazon, and Microsoft are designing their own AI chips, challenging Nvidia’s dominance and threatening its pricing power in the market.