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The Path to $230 Billion: Broadcom Outlines the Next Phase of Its AI Growth Story
Broadcom beat earnings estimates and raised AI chip guidance, projecting $115 billion in FY2027 and $230 billion in FY2028 AI semiconductor sales as Anthropic and OpenAI grow as XPU customers.
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NVIDIA’s Hugging Face Deal Raises a Bigger Question About Its AI Moat Now
NVIDIA agreed to acquire Hugging Face for about $12.9 billion, a move aimed at strengthening its software ecosystem and CUDA architecture against custom silicon competition from hyperscalers.
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‘People are going to get screwed’: Pennsylvania voters unite against data centres
Politicians compete to reflect growing opposition to new facilities in the swing state
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