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Broadcom reported record Q3 FY 2026 revenue of $29.6 billion, with AI semiconductor revenue up 221% to $16.7 billion. It guided Q4 consolidated revenue to $34.8 billion and AI revenue to $21.7 billion.
Venture capitalist Jason Calacanis argued that Nvidia Corp (NASDAQ: NVDA ) is moving beyond its role as the world’s leading AI chipmaker and is positioning itself to compete more directly with companies like OpenAI and Anthropic through its growing portfolio of open-weight AI models. Jason Calacanis Says Nvidia Is Expa
“Big Short” investor Michael Burry has placed a bearish bet on Caterpillar Inc. (NYSE: CAT ), the heavy-machinery giant, which continues to benefit from the AI infrastructure buildout. However, some on Wall Street believe the bearish wager is misplaced. Sergey Glinyanov, a senior analyst at Freedom Broker, told Fortune
In a move to support artificial intelligence (AI) startups, Nvidia Corp. (NASDAQ: NVDA ) has introduced a new initiative that provides access to high-performance computing infrastructure through a revenue-sharing and credit-support model. The Jensen Huang -led company announced on Wednesday that the AI cloud providers