How Is Broadcom (NASDAQ:AVGO) Winning Custom AI Chip Orders From Hyperscalers?
By kalkineus Publication Date: 2026-09-28 17:16:00 Highlights Broadcom advanced as custom AI accelerator demand from large cloud operators stayed firm.…
Tag: hyperscalers
Broadcom (AVGO) Is Up 7.4% After Massive Buybacks And AI Chip Deals With Hyperscalers – Has The Bull Case Changed?
By Sasha Jovanovic Publication Date: 2026-09-23 02:13:00 In the past few weeks, Broadcom reported that it completed a multi-year share…
Worried About Hugging Face? Microsoft and Amazon Got Exposed Most Among Hyperscalers
The Hugging Face security incident hit two hyperscalers at the peak of their cloud momentum, and enterprise buyers are now…
How Far Could Cisco Stock Fall With Its Fastest Growth Riding On Hyperscalers?
By Trefis Team Publication Date: 2026-09-09 22:15:00 Image by Ugochukwu Ebu from Pixabay Cisco Systems (CSCO) trades near $109, about…
Broadcom’s AI Forecast Suggests Hyperscalers Want More Than Just Nvidia GPUs
By Ghazal Ahmed Publication Date: 2026-09-07 21:11:00 Big Tech’s appetite for AI infrastructure isn’t being sated anytime soon, and Broadcom…
Broadcom sees hyperscalers sidelining telcos for some scale across projects
By Martha DeGrasse Publication Date: 2026-08-20 14:04:00 Broadcom’s switches play a key role in connecting data centers together
AI CapEx Risk: Amazon And Oracle Are The Most Vulnerable Hyperscalers
© Quality Stock Arts / Shutterstock.com Oracle (NYSE:ORCL | ORCL Price Prediction) and Amazon (NASDAQ:AMZN) both closed their latest quarters…
Microsoft Vs. Alphabet: How and Why They Stand Head-and-Shoulders Above Other Hyperscalers
By Alex Sirois Publication Date: 2026-08-17 16:07:00 Quick Read Azure crossed $100B in annual revenue with 43% growth, while Google…
Chinese hedge funds rotate out of Nvidia and US hyperscalers in AI trade
By South China Morning Post Publication Date: 2026-08-17 05:00:00 China’s top-ranked hedge fund managers change tactics to ride the changing…
As NVIDIA Adds 100 Dark Fiber Pairs, Some AI Hyperscalers Are Quietly Blocking Fiber Off-Ramps To Rural Towns, Suffocating A Key Benefit
By Rohail Saleem Publication Date: 2026-08-14 19:11:00 The ongoing massive AI build out was supposed to fiberize the rural America…