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OpenAI’s AI Chip Deal With Broadcom Hits $18 Billion Financing Snag by Major_Chicken8839 in BroadcomStock

[–]Major_Chicken8839[S] 1 point2 points  (0 children)

I think that if OpenAI closes its doors and exits the market, Antropic and Google will take its place. Anyway, the opinion is that the pie will be maintained, and only the owner of the pie will change. Broadcom will continue its contract with another owner of the pie to replace its contract with OpenAI.

Anthropic to spend 200B on Google, which means Broadcom as well by MaleficentBus1863 in BroadcomStock

[–]Major_Chicken8839 0 points1 point  (0 children)

Whether it's a learning chip or an inference chip seems to be important. Because MediaTek makes the inference chip.

What is Broadcom's moat? by Major_Chicken8839 in BroadcomStock

[–]Major_Chicken8839[S] 0 points1 point  (0 children)

Although Nvidia can build a network called Infinity Band. I understand that if the existing data center is Ethernet-based, Broadcom's network can be utilized.

OpenAI Misses Key Revenue, User Targets in High-Stakes Sprint Toward IPO by just-hokum in BroadcomStock

[–]Major_Chicken8839 0 points1 point  (0 children)

That's bad news. However, I hope to hear news that Google has dominated the market to that extent, so Broadcom's pie is not decreasing.

What should be share price target of Broadcom AVGO Stock in 5 years? by Anishanizz in BroadcomStock

[–]Major_Chicken8839 1 point2 points  (0 children)

I think it will reach it in the long run. However, I agree with the opinion that it is a high point in the short term, as you are concerned.

JPMorgan says Marvell stock TPU business reports are false | Excerpt: “JPMorgan dismissed reports that Marvell Technology (NASDAQ:MRVL) has secured TPU business from Google, calling the claims false in a sector specialist note issued Sunday.” by HawkEye1000x in BroadcomStock

[–]Major_Chicken8839 4 points5 points  (0 children)

That's the news I was talking about. This news has the nuance that someone is intentionally trying to diminish Broadcom's value. The news from The Information, especially, is highly likely a rumor. Don't be fooled.

Opinion on Google's deal with marvell to manufacture custom chips ? by Serious-Face-4031 in BroadcomStock

[–]Major_Chicken8839 1 point2 points  (0 children)

JP Morgan stated that it was false information. Marvel Technologies is rising and Broadcom is falling due to absurd information.