AMD & Broadcom
11 shared events · Importance 5 · Last updated Jul 05, 2026
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International
AMD: AMD experienced significant drops as AI stocks continued their sell-off, despite its strong growth in the data center segment.
Broadcom: Broadcom fell significantly after its earnings report and cautious AI guidance, contributing to the broader AI stock sell-off and raising investor concerns about its valuation.
Jun 03, 2026 · 191 articles
Business
AMD: AMD signed a multi-year deal to supply AI chips to OpenAI, which is expected to generate tens of billions in annual revenue and over $100 billion in new revenue over four years. Its shares surged over 35% on the news.
Broadcom: Broadcom's shares fell slightly. OpenAI has partnered with Broadcom for developing its own silicon for AI use, but the AMD deal does not change these plans.
Oct 06, 2025 · 7 articles
Business
AMD: OpenAI is incorporating AMD chips alongside Nvidia to meet infrastructure demands, indicating a diversification of chip suppliers.
Broadcom: Broadcom is partnering with OpenAI to produce its first AI chip and has secured over $10 billion in AI infrastructure orders, widely believed to be from OpenAI, which is expected to significantly improve its AI revenue growth.
Sep 05, 2025 · 6 articles
Tech
AMD: AMD (AMD) is mentioned as a supplier whose chips OpenAI is expected to continue using for many workloads, alongside Nvidia, despite the introduction of Jalape
no.
Broadcom: Broadcom co-developed the Jalape
no chip with OpenAI, leveraging its expertise in custom silicon design and networking technologies. This partnership expands Broadcom's presence in the AI hardware market and validates its capabilities in high-performance chip development.
Jun 24, 2026 · 52 articles
Business
AMD: AMD' stock performed robustly during a semiconductor rally, indicating positive sentiment in parts of the chip industry.
Broadcom: Broadcom's earnings guidance miss reset expectations for AI chip spending, contributing to a global chip sell-off that affected Qualcomm.
May 21, 2026 · 8 articles
Business
AMD: AMD is mentioned as a customer for whom Micron Technology designs specialized HBM chips.
Broadcom: Broadcom, a leading AI chipmaker, reported impressive revenue growth, particularly in its AI segment, and is a key player in custom silicon for hyperscalers.
May 19, 2026 · 104 articles
Business
AMD: AMD is a rival seeking to challenge Nvidia's dominance in high-end AI chips, though Nvidia remains the industry's top choice.
Broadcom: Broadcom is mentioned as a competitor that could potentially take market share from Nvidia, reflecting the competitive landscape in the chip industry.
Oct 29, 2025 · 14 articles
NEWSDESK
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