Claude Platform On AWS Rewrites The Hyperscaler AI Bargain
Amazon and Anthropic made the Claude Platform on AWS generally available this week, giving AWS customers direct access to Anthropic’s…
Tag: Hyperscaler
Broadcom Stock (AVGO) Opinions on Hyperscaler AI Chip Deals | AVGO Stock News
By Quiver DiscussionTracker Publication Date: 2026-05-03 17:35:00 By: Quiver DiscussionTracker Posted: 6 hours ago / May 3, 2026 5:35 p.m. UTC…
Nvidia tumbles after hyperscaler earnings, with GPUs no longer the missing ingredient in the AI boom
By Luke Kawa Publication Date: 2026-04-30 15:52:00 On the surface, it’s difficult to see that Nvidia is getting clobbered after…
Wall Street Analyst Warns Hyperscaler Custom Chips Pose ‘Significant Risk’ to NVIDIA’s Dominance
By Joel South Publication Date: 2026-04-30 17:15:00 Quick Read Semiconductor analyst Jay Goldberg warns that internal chip development by hyperscalers…
Broadcom: Every Hyperscaler Needs One (Rating Downgrade)
By The Techie Publication Date: 2026-04-15 14:18:00 Broadcom Inc. lands a multi-year AI chip deal with Meta, boosting XPU leadership.…
Broadcom Inc. (AVGO) Draws Mixed Analyst Views as AI ASIC Momentum Faces Hyperscaler Risks
By Ghazal Ahmed Publication Date: 2026-02-22 16:52:00 Broadcom Inc. (NASDAQ:AVGO) is one the Top 10 AI Stocks in Focus on…
Wall Street’s AI Paradox: Why Has NVIDIA’s Stock Flatlined as Hyperscaler Spend Explodes?
By Eric Bleeker Publication Date: 2026-02-14 14:17:00 Here’s the paradox keeping Wall Street analysts up at night: Tech giants are…
Nvidia’s Week: UBS Raises Target, Hyperscaler Spending Holds, AMD Stumbles
By Eric Bleeker Publication Date: 2026-02-14 12:50:00 © Shutterstock / rafapress Nvidia closed the week at $182.81, down 1.4% from…
Microsoft Is ‘Worst-Performing’ Hyperscaler Stock Since ChatGPT Launch, Chamath Palihapitiya Says
By Kaustubh Bagalkote Publication Date: 2026-02-14 04:31:00 Prominent investor Chamath Palihapitiya, known as the “SPAC King,” took to X (formerly…
Broadcom’s Wi‑Fi 8 Launch And Hyperscaler AI Builds Might Change The Case For Investing In AVGO
By Simply Wall St Publication Date: 2026-02-07 23:06:00 In early February 2026, Broadcom announced the industry’s first enterprise Wi‑Fi 8…