… Earlier this month, I mused about how Broadcom might be the only sizable counterbalance to the hegemony of Nvidia right now , considering its dominant position in Ethernet switch ASICs and its fast-growing custom XPU business. …
… The other part of Micron we care about, its Storage business unit that makes enterprise flash, was up 7.2 percent to $1.45 billion, but lost $9 million. Sales have been shrinking sequentially for the storage business for the past two quarters and so have profits. …
… The AI compute and networking business utterly dominates the Nvidia business , and it is not quite there yet for Broadcom. …
… Neoclouds themselves are having to rethink their business models – and stacks. …
… Frontier firms have already found that AI-first strategy drives significant business benefits. …
… In other words, Oracle could not afford to do business with OpenAI unless it borrowed money. …
… Being able to give people more productivity and more efficacy here, this was a natural win, and the best place to start to apply agentic AI.” At its CadenceLIVE 2026 show this week in San Jose, California, Devgan and other executives announced expanded partnerships with Nvidia and Google to expand … …
… However, such companies are in the “business of pure intelligence,” he said. “For most of us, the reality is a little different. “AI isn’t your product, but AI can power your purpose. …
… D-Wave already has a business with its Advantage2 annealing quantum systems , not only making them available via the cloud but also now selling them to organizations to run on-site . …
… But CentML’s bullishness isn’t just about raw speed or partnerships. …