Nvidia pushes into Intel and AMD's turf with a 'multigenerational' Meta deal [Business Insider]
Broadcom Inc. (AVGO)
Last broadcom inc. earnings: 3/12 04:15 pm
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Source: Business Insider
Become an Insider and start reading now. Have an account? Log in Meta partnered with Nvidia on AI data centers with GPUs and CPUs. The deal may reduce Meta's reliance on other suppliers, such as Google and AMD. Nvidia's role expands as demand for AI infrastructure remains robust across industries. Meta is doubling down on its relationship with Nvidia in what the AI chip giant called a "multigenerational" deal. The agreement, announced Tuesday, calls for Meta to build data centers powered by millions of Nvidia's current and next-generation chips for AI training and inference. The move underscores how Meta is deepening its reliance on Nvidia, even as the social networking giant develops its own in-house chips and works with competing suppliers like AMD. Reports also suggested Meta has explored using TPUs — chips designed by its rival, Google. The Nvidia deal could cool speculation around Meta's purported TPU talks, said Patrick Moorhead, chief analyst at Moor Insights &
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AVGO
News
- Invest with Confidence: Intrinsic Value Unveiled of Broadcom Inc [Yahoo! Finance]Yahoo! Finance
- 3 reasons why Google's Gemini could be the big bogeyman of the AI trade [Business Insider]Business Insider
- Broadcom (NASDAQ:AVGO) had its "buy" rating reaffirmed by analysts at Citigroup Inc..MarketBeat
- Broadcom's (AVGO) AI Role Acknowledged, But Valuation Concerns Remain [Yahoo! Finance]Yahoo! Finance
- NVIDIA vs. Broadcom: Which AI Chip Stock Is the Better Buy Now? [Yahoo! Finance]Yahoo! Finance
AVGO
Earnings
- 12/11/25 - Beat
AVGO
Sec Filings
- 1/13/26 - Form 8-K
- 1/9/26 - Form 3
- 1/8/26 - Form 4
- AVGO's page on the SEC website