Broadcom AI Chip Backlog Puts Hyperscaler Growth In Sharper Focus
By Simply Wall St Publication Date: 2026-01-29 01:45:00 Broadcom is gaining traction in custom AI chips as hyperscalers such as…
Tag: backlog
Microsoft says OpenAI is driving 45% of the backlog for Azure cloud computing
By Brent D. Griffiths Publication Date: 2026-01-29 01:40:00 Microsoft is facing capacity constraints, and OpenAI is driving a large portion of…
Microsoft demand backlog doubles to $625 billion thanks to OpenAI, but hefty spending and slower revenue growth spook investors | Fortune
By Amanda Gerut Publication Date: 2026-01-29 01:19:00 It was an earnings report that contained some stunning numbers: Microsoft reported crossing…
Microsoft’s backlog more than doubles thanks to AI deals
By Emily Bary Publication Date: 2026-01-28 12:32:00 Microsoft reported $625 billion in commercial remaining performance obligations as of the December…
RBC Initiates Nvidia (NVDA) at Outperform, Cites $500B+ AI Backlog and Ecosystem Dominance
By Ghazal Ahmed Publication Date: 2026-01-20 20:39:00 NVIDIA Corporation (NASDAQ:NVDA) is one of the AI Stocks Making Waves on Wall…
Oracle: ‘Buy’ the decline as backlog diversification continues
By Gary Alexander Publication Date: 2026-01-20 15:16:00 Oracle Corporation is rated Buy after a 40% decline, with the current valuation…
Assessing Broadcom (AVGO) Valuation After Strong Backlog And AI Driven Growth Expectations
By Simply Wall St Publication Date: 2026-01-19 16:06:00 Never miss an important update on your stock portfolio and cut through…
Broadcom Stock (AVGO) Weekend Update: Analysts See 2026 Upside as AI Backlog, Margin Mix and VMware Growth Stay in Focus
NEW YORK, Dec. 28, 2025, 9:29 a.m. ET — Market closed Broadcom Inc. (NASDAQ: AVGO) heads into the final trading…
Microsoft: AI Utility – Weighing $392 Billion Backlog Against CapEx Depreciation (MSFT)
By Esxeleryn Analytics Publication Date: 2025-12-28 06:11:00 Discover why Microsoft is a top buy with strong AI-driven growth, rising Azure…
Amazon.com (AMZN) Is Up 5.0% After Expanding AI Infrastructure, AWS Backlog and Strategic Partnerships – What’s Changed
In recent days, Amazon and its partners have announced a wave of AI- and cloud-focused initiatives spanning AWS infrastructure expansion,…