Broadcom & Dell Technologies
2 shared events · Importance 6 · Last updated Jun 25, 2026
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Business
Broadcom: Broadcom's earnings guidance miss reset expectations for AI chip spending, contributing to a global chip sell-off that affected Qualcomm.
Dell Technologies: Dell is a customer for Nvidia's next-generation Vera Rubin AI chips and will debut PCs with Nvidia's new RTX Spark superchip.
May 21, 2026 · 8 articles
Business
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.
Dell Technologies: Dell Technologies is mentioned as a past customer of memory chips, highlighting the shift from commodity memory to specialized HBM for AI.
May 19, 2026 · 104 articles
NEWSDESK
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