Amazon (company) & Broadcom
44 shared events · Importance 4 · Last updated Aug 23, 2026
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Business
Amazon (company): Amazon (company) is a 'hyperscaler' actively building AI data centers, contributing to the tech stock surge and benefiting from the AI boom.
Broadcom: Broadcom's shares plunged despite strong profits because its Q3 chip revenue growth forecast failed to meet high market expectations, signaling potential overpricing in the AI sector.
Jun 05, 2026 · 13 articles
Business
Amazon (company): Amazon announced a multibillion-dollar deal with Corning Inc., impacting Corning's stock positively.
Broadcom: Broadcom>>>'s shares rebounded after a previous disappointing forecast, as investors engaged in bargain hunting following a sector-wide selloff.
May 20, 2026 · 72 articles
Business
Amazon (company): Reported its biggest revenue growth in over four years, signaling AI investments are paying off. Market cap surpassed $3 trillion for the first time.
Broadcom: Gained on AI-driven demand for networking chips. Benefited from the broader tech rally.
Jul 14, 2026 · 280 articles
Business
Amazon (company): Amazon (company) was ARK Investment Management's largest purchase on Monday, even as its stock hit a new high. The company's AWS business is thriving, and the purchase reflects confidence in its growth.
Broadcom: Broadcom is a semiconductor company that ARK Investment Management added to, despite a recent pullback. Its AI business is growing, and the purchase reflects confidence in its future earnings.
Aug 04, 2026 · 6 articles
Domestic
Amazon (company): Amazon (company)>>>'s expansion into less-than-truckload freight services negatively impacted shares of traditional trucking companies.
Broadcom: Broadcom>>> contributed significantly to the decline of the S&P 500>>>, facing similar investor concerns about valuations in the chipmaking industry.
Jun 10, 2026 · 10 articles
Business
Amazon (company): Amazon (company) contributed $5 billion to Anthropic's funding round and has committed up to $25 billion in total, with Anthropic committing to spend over $100 billion on Amazon's cloud technologies over the next decade. Amazon Web Services remains Anthropic's primary cloud provider.
Broadcom: Broadcom has partnered with Anthropic for access to five gigawatts of next-generation TPU capacity, supporting Anthropic's compute infrastructure expansion.
May 28, 2026 · 88 articles
Business
Amazon (company): Included in the framework; report notes its accounting profit does not reflect normalized valuation.
Broadcom: Mentioned as part of crypto investor portfolios; AI semiconductor relevance.
Aug 23, 2026 · 6 articles
Business
Amazon (company): Less directly impacted; part of hyperscaler spending.
Broadcom: Fell 5.1% in one session; two-day loss of 19% after Q2 report; AI revenue doubled but guidance disappointed.
Apr 20, 2026 · 344 articles
Regulatory
Amazon (company): As an associate member of CISPE, Amazon may benefit from reduced Broadcom competition in cloud services.
Broadcom: Broadcom faces regulatory pressure over Broadcom — VMware licensing changes, risking interim measures that could limit pricing power and market practices.
Jul 15, 2026 · 6 articles
Business
Amazon (company): Amazon is accelerating AI capital expenditures, weighing on cash flows, and is part of the rotation away from Mag 7.
Broadcom: Broadcom will provide new custom chips to Apple in an expanded partnership through 2031, benefiting from AI-related chip demand.
Jul 07, 2026 · 13 articles
Business
Amazon (company): Amazon (company) is one of the four biggest buyers of computing equipment, planning significant capital expenditures for AI data centers, contributing to the demand for memory 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
Tech
Amazon (company): Amazon (company) is mentioned as a technology giant that has also pursued custom chip strategies to cut costs and boost performance in its AI operations.
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
Tech
Amazon (company): Amazon (company)'s chips are used by Anthropic to develop and run its AI software and chatbot Claude.
Broadcom: Broadcom helps design TPUs and recently signed a long-term deal with Anthropic and Alphabet Inc..
Apr 09, 2026 · 7 articles
Business
Amazon (company): Amazon is designing in-house AI chips and increasing capital spending on AI infrastructure, reducing dependence on Nvidia.
Broadcom: Broadcom is also gaining market share in AI chips, increasing competition for Nvidia.
Jun 27, 2026 · 6 articles
Business
Amazon (company): Amazon (company) Inc. is listed among the top ten global companies by market capitalization.
Broadcom: Broadcom is listed among the top ten global companies by market capitalization.
Jun 08, 2026 · 7 articles
Business
Amazon (company): Amazon (company) Web Services operates its own custom Trainium processors for AI training. Anthropic currently runs its Claude AI model across Amazon's Trainium chips.
Broadcom: Broadcom partnered with OpenAI to develop its first custom AI chip, the 'Intelligence Processor.' Anthropic also signed a long-term deal with Broadcom for TPU compute.
Jul 02, 2026 · 23 articles
Tech
Amazon (company): Amazon (company)>>> was among the initial 50 partners in Project Glasswing, using Anthropic>>>'s Mythos AI to uncover security weaknesses.
Broadcom: Broadcom was an early partner in Claude (language model), using Claude (AI model) to identify security flaws.
May 19, 2026 · 83 articles
Domestic
Amazon (company): Mentioned as a major corporate bond issuer, contributing to supply pressures.
Broadcom: Fell on AI concerns, but not directly related to the main event.
Aug 19, 2026 · 127 articles
Business
Amazon (company): Amazon (company), through its Amazon — Amazon Web Services, has partnered with Cerebras Systems to accelerate inference workloads, providing a significant platform for Cerebras' Wafer-Scale Engine.
Broadcom: Broadcom is mentioned as a company that, like Nvidia, breaks down silicon wafers into graphics cards and custom AI processors, contrasting with Cerebras Systems' approach.
Jun 18, 2026 · 8 articles
Business
Amazon (company): Amazon (company) has an existing agreement with Anthropic for compute capacity, which will also cover international expansion for enterprise clients.
Broadcom: Broadcom is part of an existing compute agreement with Anthropic and Alphabet Inc..
May 21, 2026 · 68 articles
Business
Amazon (company): Amazon is a key customer of AI infrastructure, contributing to demand for HBM chips from SK Hynix.
Broadcom: Semiconductor company; shares declined in pre-market amid chip selloff.
Apr 20, 2026 · 247 articles
Tech
Amazon (company): Amazon (company) is working on selling custom AI chips for use in other companies' data centers.
Broadcom: Broadcom partnered with OpenAI to develop the Jalapeno chip, benefiting from the trend of custom AI chip development.
Apr 20, 2026 · 70 articles
Business
Amazon (company): Amazon is mentioned as an example of a company that has executed stock splits; not directly affected.
Broadcom: Broadcom is mentioned as a popular chipmaker that led infrastructure opportunities, but Western Digital — Sandisk has now 'stolen the show' in the memory sector.
Apr 20, 2026 · 95 articles
International
Amazon (company): Amazon is mentioned as one of the Wall Street titans with upcoming earnings, which traders are cautiously awaiting amidst the geopolitical tensions.
Broadcom: Broadcom>>> shares plunged after missing revenue expectations, despite its top executive leaving a sales forecast unchanged.
Apr 20, 2026 · 607 articles
Business
Amazon (company): Amazon (company) is a large shareholder in Anthropic and could benefit from its IPO. It also provides computing capacity to Anthropic.
Broadcom: Broadcom is mentioned as a company Anthropic has struck deals with to secure computing capacity.
Jun 01, 2026 · 134 articles
Business
Amazon (company): Amazon is mentioned as a company that designs its own Graviton and Trainium processors for AWS, indicating competition in the custom chip market.
Broadcom: Broadcom is identified as a competitor in the AI chip market, designing custom AI chips for hyperscalers.
May 26, 2026 · 8 articles
Business
Amazon (company): Amazon (company)>>> is one of the largest tech companies pledging to fund AI infrastructure spending, indirectly benefiting companies like Marvell Technology>>> and Nvidia>>>.
Broadcom: Broadcom is mentioned as a leader in ASIC technology alongside Marvell Technology, providing context for Marvell Technology's business model.
May 20, 2026 · 74 articles
Business
Amazon (company): Amazon is mentioned as the company founded by Jeff Bezos, who also leads SpaceX competitor Blue Origin.
Broadcom: Broadcom is mentioned as a company with a market value comparable to SpaceX's projected $1.77 trillion valuation, placing SpaceX among the top valuable companies.
Mar 09, 2018 · 538 articles
Business
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
Business
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
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