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Broadcom and Synopsys Reveal AI's Real Supply Chain Broadcom's $100B AI chip forecast and Synopsys' design tool consolidation show how infrastructure vendors are capturing the real value of the AI buildout—and wh

Nobody's watching the real money — it's flowing to whoever sells the shovels.

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Fundamental analysis of $AVGO (Broadcom Inc.) based on financial data and reported results.

#AVGO #Broadcom

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New MTIA AI Chips: Meta Rolls Out Four Chips to Power AI and Feed Recommendations Meta has announced four new MTIA chips — the 300, 400, 450, and 500 — to power its AI inference and content recommendation systems across Facebook and Instagram.

winbuzzer.com/2026/03/13/m...

Meta Rolls Out Four MTIA Chips to Power AI and Feed Recommendations

#AI #Meta #AIChips #BigTech #GenerativeAI #Facebook #Instagram #TSMC #Broadcom #RISCV #AIInference #AITraining #Semiconductors #DataCenters #SocialMedia #MetaAI

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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 New MSA to develop universal fiber infrastructure for short-reach scale-up interconnects for AI clusters.

⚡️ #AMD, #Broadcom et #Nvidia rejoignent les géants du cloud pour définir l'interconnexion optique à grande échelle du futur pour les clusters d' #IA

👉 #Meta, #Microsoft et #OpenAI en bénéficieront à mesure que les vitesses atteindront à terme 3,2 Tb/s

www.tomshardware.com/tech-industr...

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Broadcom Only Broadcom provides real-time application and infrastructure monitoring tools to help you deliver amazing user experiences the first time, every time. But we also offer proven expertise and knowledge gained from helping thousands of companies succeed. Count on us for the guidance and insight you need to transform your company.

The latest update for #Broadcom includes "Why Your NOC Will Ignore AI" and "The Architecture Shift Powering Network #Observability".

#monitoring #APM #CX https://opsmtrs.com/305NdkF

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Cloud Field Day 25 - Tech Field Day Tech Field Day

Learn more about Cloud Field Day 25 on our website 🌐

👉 buff.ly/pekIyVj

@DemitasseNZ.bsky.social @TechFieldDay.com #TheFuturumGroup #VMware #Broadcom #CFD25 #TFDLive #Cloud #AI #AITraining #CloudPlatform #CloudNetworking

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Thank you for presenting at Cloud Field Day #CFD25 #VMware by #Broadcom! Videos will be posted on YouTube soon.

🔻 YouTube: buff.ly/haqTb3F

@DemitasseNZ.bsky.social @TechFieldDay.com #CFD25 #TFDLive

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Cloud Field Day 25 - Tech Field Day Tech Field Day

Learn more about Cloud Field Day 25 on our website 🌐

👉 buff.ly/pekIyVj

@DemitasseNZ.bsky.social @TechFieldDay.com #TheFuturumGroup #VMware #Broadcom #CFD25 #TFDLive #Cloud #AI #AITraining #CloudPlatform #CloudNetworking

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Cloud Field Day is 🔴 LIVE now!

Tune in to watch #VMware by #Broadcom present at Cloud Field Day #CFD25 and join the conversation in the live chat.

🔻 YouTube: buff.ly/haqTb3F
🔹 LinkedIn: buff.ly/FBE20zg

@DemitasseNZ.bsky.social @TechFieldDay.com #CFD25 #TFDLive

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Original post on social.heise.de

Metas KI-Beschleuniger sollen 2027 Nvidia & Co. überholen

Vier KI-Beschleuniger in zwei Jahren, so lautet Metas Ziel. 2027 kommt der MTIA 500 mit 1700 Watt elektrischer Leistungsaufnahme […]

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Cloud Field Day 25 - Tech Field Day Tech Field Day

Learn more about Cloud Field Day 25 on our website 🌐

👉 buff.ly/pekIyVj

@DemitasseNZ.bsky.social @TechFieldDay.com #TheFuturumGroup #VMware #Broadcom #CFD25 #TFDLive #Cloud #AI #AITraining #CloudPlatform #CloudNetworking

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Cloud Field Day 🔴 LIVE continues now!

Tune in to watch #VMware by #Broadcom present at Cloud Field Day #CFD25 and join the conversation in the live chat.

🔻 YouTube: buff.ly/haqTb3F
🔹 LinkedIn: buff.ly/FBE20zg

@DemitasseNZ.bsky.social @TechFieldDay.com #CFD25 #TFDLive

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Cloud Field Day 25 - Tech Field Day Tech Field Day

Learn more about Cloud Field Day 25 on our website 🌐

👉 buff.ly/pekIyVj

@DemitasseNZ.bsky.social @TechFieldDay.com #TheFuturumGroup #VMware #Broadcom #CFD25 #TFDLive #Cloud #AI #AITraining #CloudPlatform #CloudNetworking

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Cloud Field Day 🔴 LIVE continues today at 9:00 AM US/Pacific.

Tune in to watch #VMware by #Broadcom present at Cloud Field Day #CFD25 in 30 minutes.

🔻 YouTube: buff.ly/haqTb3F
🔹 LinkedIn: buff.ly/FBE20zg

@DemitasseNZ.bsky.social @TechFieldDay.com #CFD25 #TFDLive

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A proud moment for ITQ 🧡

We have been recognized by @broadcom.bsky.social as VMware Cloud Foundation Partner of the Year 2025 as part of the Broadcom 2025 Partner Awards 🏆

#itq #broadcom #vmware #vcf #privatecloud

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Broadcom: AI Is Turning This Chip Giant Into A Strong Buy Cash Flow Machine Summary Broadcom delivered robust Q1 results, with 29.5% sales growth and AI-driven semiconductor revenue up 106%, supporting a continued strong buy rating. Q2 guidance is highly bullish, targeting $22 billion in sales and 140% AI revenue growth, with AI networking emerging as an additional growth driver. Multi-year AI demand is set to transform AVGO’s earnings, with management signaling potential semiconductor revenues approaching $200 billion by 2027. Price target is raised to $556.99 (63% upside), reflecting upward EBITDA and free cash flow revisions, expanding margins, and strong shareholder returns. Looking for a helping hand in the market? Members of The Aerospace Forum get exclusive ideas and guidance to navigate any climate. Learn More » Broadcom (NASDAQ:AVGO) has lost around 2.2% of its value since my last report amid broader market turmoil. While the stock price performance has not been inspiring, we note that the demand environment for AI remains More on my IG service If you want full access to all our reports, data and investing ideas, join The Aerospace Forum, the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform. This article was written by Dhierin-Perkash Bechai is an aerospace, defense and airline analyst. Dhierin runs the investing group The Aerospace Forum, whose goal is to discover investment opportunities in the aerospace, defense and airline industry. With a background in aerospace engineering, he provides analysis of a complex industry with significant growth prospects, and offers context to developments as they occur, describing how they might affect investment theses. His investing ideas are driven by data informed analysis. The investing group also provides direct access to data analytics monitors. Learn more. Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Broadcom: AI Is Turning This Chip Giant Into A Strong Buy Cash Flow Machine #Broadcom #AI #ChipIndustry #Investing #CashFlow

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Cloud Field Day 25 - Tech Field Day Tech Field Day

Learn more about Cloud Field Day 25 on our website 🌐

👉 buff.ly/pekIyVj

@DemitasseNZ.bsky.social @TechFieldDay.com #TheFuturumGroup #VMware #Broadcom #CFD25 #TFDLive #Cloud #AI #AITraining #CloudPlatform #CloudNetworking

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Tune in 🔴 LIVE to Cloud Field Day March 11 - 12, 2026! 📆

Tomorrow at 9:00 AM US/Pacific Time #VMware by #Broadcom will present at Cloud Field Day #CFD25!

🔻 YouTube: buff.ly/haqTb3F
🔹 LinkedIn: buff.ly/FBE20zg

@DemitasseNZ.bsky.social @TechFieldDay.com #CFD25 #TFDLive

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Revolutionizing AI Infrastructure: JetCool and Broadcom's Liquid Cooling Breakthrough JetCool partners with Broadcom to introduce innovative liquid cooling solutions for high-density AI XPUs, enhancing performance and reliability.

Revolutionizing AI Infrastructure: JetCool and Broadcom's Liquid Cooling Breakthrough #USA #Austin #Broadcom #AI_Cooling #JetCool

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Cloud Field Day 25 - Tech Field Day Tech Field Day

Learn more about Cloud Field Day 25 on our website 🌐

👉 buff.ly/pekIyVj

@DemitasseNZ.bsky.social @TechFieldDay.com #TheFuturumGroup #VMware #Broadcom #CFD25 #TFDLive #Cloud #AI #AITraining #CloudPlatform #CloudNetworking

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Tune in 🔴 LIVE to Cloud Field Day March 11 - 12, 2026! 📆

Tune in on Thursday to see #VMware by #Broadcom present at Cloud Field Day #CFD25!

🔻 YouTube: buff.ly/haqTb3F
🔹 LinkedIn: buff.ly/FBE20zg

@DemitasseNZ.bsky.social @TechFieldDay.com #CFD25 #TFDLive

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Broadcom supera expectativas financieras y lanza plan de recompra de mil millones de dólares La empresa de diseño de semiconductores Broadcom ha anunciado resultados financieros del último trimestre que superan las expectativas y fuertes proyecciones de ingresos para el próximo trimestre. El CEO, Hock Tan, menciona que se anticipa que las ventas de chips de IA superen los 100 mil millones de dólares el próximo año, lo que implica una entrada significativa en un mercado actualmente dominado por Nvidia. Las acciones de Broadcom subieron más de un 4% el 5 de diciembre gracias a esta noticia.

博通預測明年AI晶片銷售將突破1000億美元。
#broadcom #ia #chips

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Broadcom ($AVGO) posted record Q1 revenue of $19.3bn, up 29% YoY, with AI revenue soaring 106% to $8.4bn. The company's AI chip revenue target of $100bn by 2027 shows immense confidence in the sector. 📈🤖 #Broadcom #AI #Investing

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Cramer Calls Broadcom Undervalued Despite Recent Declines Jim Cramer made a straightforward call on Broadcom (NASDAQ:AVGO) after its latest earnings: the stock is undervalued, full stop. And when you look at what the business actually reported, it is hard...

Cramer: $AVGO is Undervalued!
Jim Cramer says Broadcom stock is undervalued after latest earnings. Strong business reports back him up!

#Broadcom #StockMarket #Investing #AVGO

https://a777.lt/LmwF5s

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#Broadcom fait de la merde

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Broadcom's Custom Chip Gamble: Why the Tech Giants May Still Win Broadcom claims hyperscalers cannot build custom silicon at scale. But Google, Meta, and OpenAI have billions and motivation. Here's why Broadcom may be overconfident.

Broadcom's Custom Chip Gamble: Why the Tech Giants May Still Win

#Broadcom #AIChips #Tech #Semiconductors #AusNews

thedailyperspective.org/article/2026-03-06-broad...

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AI chip demand is booming.

Broadcom CEO Hock Tan says the company’s AI semiconductor business could generate over $100B in revenue in the coming years as tech giants invest heavily in custom AI processors.

Read more:
www.osiztechnologies.com/news/broadco...

#AI #Broadcom #Semiconductors #Tech

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Broadcomが発表したVMware Telco Cloud Platform 9の革新技術で通信業界の未来が変わる Broadcomは新たにVMware Telco Cloud Platform 9を発表。データ主権やAIサービスを支えるクラウドプラットフォームにより、効率的な通信ビジネスが実現可能に。

Broadcomが発表したVMware Telco Cloud Platform 9の革新技術で通信業界の未来が変わる #VMware #Broadcom #Telco_Cloud

Broadcomは新たにVMware Telco Cloud Platform 9を発表。データ主権やAIサービスを支えるクラウドプラットフォームにより、効率的な通信ビジネスが実現可能に。

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3月6日朝の投資成績(指数下落を撥ね退けるブロードコムの独歩高!) - T-Kumaの発達障害アラフォーがFIREを目指すブログ~The Neurodivergent Path to FIRE: A Blog by T-Kuma 2026年3月6日朝の米国株投資成績。ダウ平均-1.61%、SOX指数-1.17%と市場全体は下落する中、ブロードコム(AVGO)が+4.8%の独歩高。NVDA、TSM、PLTRなど保有銘柄の動きと資産1,597万円の最新状況を公開します。

「周囲が沈む中で、一筋の閃光が資産を押し上げた。」
昨晩の米国市場はダウ-1.61%など下落基調も、ブロードコム(AVGO)が+4.80%急騰!好決算&AI売上強気見通しが効き、円建て総資産は+16.8万円(+1.06%)でまもなく1,600万円台へ。
詳細はこちら↓
t-kuma.net/entry/invest...
#米国株 #投資 #AVGO #Broadcom

Just Keep Watching🐻

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3月6日朝の投資成績(指数下落を撥ね退けるブロードコムの独歩高!) - T-Kumaの発達障害アラフォーがFIREを目指すブログ~The Neurodivergent Path to FIRE: A Blog by T-Kuma 2026年3月6日朝の米国株投資成績。ダウ平均-1.61%、SOX指数-1.17%と市場全体は下落する中、ブロードコム(AVGO)が+4.8%の独歩高。NVDA、TSM、PLTRなど保有銘柄の動きと資産1,597万円の最新状況を公開します。

「周囲が沈む中で、一筋の閃光が資産を押し上げた。」
昨晩の米国市場はダウ-1.61%など下落基調も、ブロードコム(AVGO)が+4.80%急騰!好決算&AI売上強気見通しが効き、円建て総資産は+16.8万円(+1.06%)で1,597万円台へ。
詳細はこちら↓
t-kuma.net/entry/invest...

#米国株 #投資 #AVGO #Broadcom

Just Keep Watching🐻

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