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Tag: XPU

Broadcom Helps CPU And XPU Makers Go Vertical With Compute
Broadcom

Broadcom Helps CPU And XPU Makers Go Vertical With Compute

vm_adminMay 6, 2026

By Timothy Prickett Morgan Publication Date: 2026-05-05 17:29:00 Given the need to reduce the latency between components and to cram…

Broadcom Asserts XPU Advantage While Partner Alphabet Rejoins The T Club
Broadcom

Broadcom Asserts XPU Advantage While Partner Alphabet Rejoins The $4T Club

vm_adminApril 16, 2026

By Michael Fitzsimmons Publication Date: 2026-04-16 14:46:00 Alphabet Inc. and Broadcom Inc. are strong AI buys: Cloud growth, Gemini adoption,…

Broadcom: Latest Announcement From Meta Aligns With Our Bullish XPU Call
Broadcom

Broadcom: Latest Announcement From Meta Aligns With Our Bullish XPU Call

vm_adminApril 15, 2026

By William Kerwin, CFA Publication Date: 2026-04-15 00:00:00 Securities in This Article Key Morningstar Metrics for Broadcom : $500 :…

How NVIDIA’s US Billion Marvell XPU Bet At NVIDIA (NVDA) Has Changed Its Investment Story
Nvidia

How NVIDIA’s US$2 Billion Marvell XPU Bet At NVIDIA (NVDA) Has Changed Its Investment Story

vm_adminApril 2, 2026

By Simply Wall St Publication Date: 2026-04-01 10:18:00 In late March 2026, NVIDIA announced it will invest US$2.00 billion in Marvell…

Broadcom: 5th XPU Customer, Growth-Adjusted Multiples Compelling (Rating Upgrade)
Broadcom

Broadcom: 5th XPU Customer, Growth-Adjusted Multiples Compelling (Rating Upgrade)

vm_adminJanuary 14, 2026

By Envision Research Publication Date: 2026-01-14 10:55:00 Broadcom (AVGO) upgraded to Buy after Q4 earnings: market overreacted to downside.

Intel

Leo Says 43 : Intel XPU Episode – MSN

vm_adminJanuary 29, 2025

Leo Says 43 : Intel XPU Episode  MSN Article Source https://www.msn.com/en-gb/cars/news/leo-says-43-intel-xpu-episode/vi-AA1y3OTK

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