Nvidia's valuation drops $170B after OpenAI revenue confusion
Nvidia and Broadcom stocks fell after OpenAI's revenue figures were misreported, but the market may have overreacted.
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Broadcom's AI chip growth now hinges on OpenAI and Anthropic
Broadcom's AI chip revenue growth now depends heavily on OpenAI and Anthropic, adding risk amid Google's diversification and Nvidia/AMD competition.
Broadcom's $60B AI chip financing to back Anthropic, others
Broadcom secures $60B in AI chip financing, with Anthropic among the beneficiaries.
OpenAI's Jalapeño chip outperforms Nvidia by 1.9x on power efficiency
OpenAI's Jalapeño chip, built with Broadcom, delivers 1.5x to 1.9x more AI work per watt than Nvidia's GB200 and GB300 systems.
OpenAI's Broadcom chip outperforms Nvidia in AI training
OpenAI reports its Broadcom custom chip delivers better AI training performance than Nvidia's offerings, per a new internal test.
Anthropic investor criticizes VC AI bets amid $60B Broadcom deal
Anthropic investor questions VC AI investments as Broadcom targets $60B debt for AI expansion.
Samsung's €1B Mistral stake targets €20B valuation, as chip deal with Broadcom deepens AI push
Samsung invests €1B in Mistral at €20B valuation, partners with Broadcom for AI chips, and considers share buyback.