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UPS compute deal with Google and Broadcom

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 · 2d · on MSN
Broadcom’s stock is rising. Here’s why its new Google and Anthropic deals are so significant.
Expanded chip agreements “put the spotlight back on Broadcom as a major winner” and could pave the way for earnings upside, analysts say.

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 · 15h
Broadcom Is Making AI Chips with Google. Does That Make AVGO Stock a Buy Now?
 · 3d · on MSN
Broadcom agrees to expanded chip deals with Google, Anthropic
18h

Bloomberg: Broadcom’s Google deal proves AI infrastructure demand competing with Nvidia

The Broadcom/Google deal announced this week signals a structural shift in AI infrastructure competition. Here’s Bloomberg’s ...
2d

Investor Outlook: Broadcom-Google partnership lifts AI chip demand

Broadcom’s deal with Google highlights rising AI infrastructure demand and growing competition to Nvidia as enterprise ...
2d

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

Broadcom disclosed in a securities filing on Monday that it’ll supply Anthropic with roughly 3.5 gigawatts of Google TPU ...

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