SA analyst: Marvell and Broadcom poised to win as hyperscalers shift to dual‑sourcing ASICs
By Nilanjana Basu Publication Date: 2026-05-15 10:15:00 Marvell and Broadcom could be top AI ASIC winners as hyperscalers shift to…
Tag: hyperscalers
Major Hyperscalers Just Reported Earnings. Nvidia Was The Winner | The Motley Fool
By Prosper Junior Bakiny Publication Date: 2026-05-02 20:30:00 April 29 was a major day for the stock market as the…
Nvidia CEO: 40% of revenue now from non-cloud customers, not just hyperscalers
By Jeremy Phillips Publication Date: 2026-04-01 11:16:00 Public Domain / Wikimedia Commons (Public Domain / Wikimedia Commons) Jensen Huang said…
The $1 Billion Question: Can Hyperscalers Afford to Lose a Data Center to War in 2026? | The Motley Fool
I never thought I’d be writing a sentence like this, but here we are: Iranian drones struck three Amazon Web…
AMD, Broadcom, and Nvidia join hyperscalers to define optical scale-up interconnect of the future for AI clusters — Meta, Microsoft, and OpenAI to benefit as speeds eventually scale to 3.2 Tb/s
By Anton Shilov Publication Date: 2026-03-12 19:43:00 As AI clusters grow larger, they begin to use optical interconnects for scale-out…
Nvidia-backed trial shows AI data centers can flexibly adjust power use in near real time, with global implications for energy consumption — suggests hyperscalers can reduce consumption as necessary, ensuring grid isn’t overloaded during peak demand
By Jowi Morales Publication Date: 2026-03-03 14:35:00 A U.K. study run by the National Grid, Nvidia, Emerald AI, and the…
Broadcom: Expect FY26 Outlook To Reflect Spending Surge By Hyperscalers (Earnings Preview)
By Michael Del Monte Publication Date: 2026-02-19 12:40:00 Broadcom is set for eFY26 semiconductor growth on hyperscaler capex, custom silicon,…
Nvidia: The Ride Will Resume As Hyperscalers Break Their Banks
By Cash Flow Venue Publication Date: 2026-02-19 17:00:00 Nvidia’s deal with Meta shows big upside potential, especially with other hyperscalers…
How hyperscalers like Oracle and Meta are driving the AI arms race
By Yahoo Finance Video Publication Date: 2026-02-19 11:00:00 0:05 spk_0 Welcome to Stocks and Translation, Yahoo Finance’s video podcast that…
Broadcom stock price dips toward $325 as analyst warns hyperscalers could squeeze AVGO’s AI chips
By Khadija Saeed Publication Date: 2026-02-14 15:36:00 New York, Feb 14, 2026, 10:03 EST — Market closed. Broadcom finished Friday…