Broadcom & Nvidia
33 shared events · Importance 10 · Last updated Jul 05, 2026
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International
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.
Nvidia: Nvidia, a major chip company and a significant beneficiary of the AI boom, was a heavy weight on the S&P 500 after falling 3.7%, reflecting investor concerns about AI stock valuations.
Jun 03, 2026 · 191 articles
Tech
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.
Nvidia: Nvidia faces increased competition and potential long-term pressure on its pricing power as OpenAI, a major customer, develops its own custom AI chips to reduce dependence on Nvidia's GPUs for inference workloads. While OpenAI will continue to use Nvidia chips for some tasks, this development signals a shift in the AI hardware landscape.
Jun 24, 2026 · 52 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.
Nvidia: Nvidia, a key customer and partner of Micron Technology, relies on Micron's HBM chips for its AI processors. Nvidia's continued demand and collaboration have been instrumental in Micron's success and the broader AI infrastructure build-out.
May 19, 2026 · 104 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.
Nvidia: OpenAI's move to produce its own chips aims to reduce its reliance on Nvidia for chip supply, potentially impacting Nvidia's market share in AI chips.
Sep 05, 2025 · 6 articles
Business
Broadcom: Broadcom's earnings guidance miss reset expectations for AI chip spending, contributing to a global chip sell-off that affected Qualcomm.
Nvidia: Nvidia's unveiling of new AI chips and a superchip for Windows PCs directly challenged Qualcomm's Snapdragon series, posing a significant competitive threat and contributing to Qualcomm's stock decline. Nvidia's earnings report was also a key market driver.
May 21, 2026 · 8 articles
Business
Broadcom: Alphabet Inc.'s potential deal with Marvell Technology suggests a move to diversify away from Broadcom, which could impact Broadcom's future business with Alphabet Inc..
Nvidia: Businesses are seeking alternatives to Nvidia's pricey chips, which is a factor driving Alphabet Inc.'s interest in developing custom AI chips with Marvell Technology. Nvidia also invested in Marvell Technology last month.
Apr 20, 2026 · 7 articles
Business
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.
Nvidia: Nvidia is currently the dominant supplier of AI processors, but the development of custom chips by companies like Anthropic, OpenAI, Alphabet Inc., and Amazon could gradually reduce the industry's reliance on its hardware.
Jul 02, 2026 · 23 articles
Business
Broadcom: Broadcom is cited as another semiconductor company that has completed stock splits during comparable rallies, reinforcing the idea that a split aligns with industry practices for high-performing stocks.
Nvidia: Nvidia is mentioned as a precedent for a stock split, having executed a 10-for-1 split in June 2024 after its stock price reached $1,200 due to an AI-fueled rally. This comparison highlights the potential benefits of a split for Micron Technology.
Jun 17, 2026 · 8 articles
Business
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.
Nvidia: Nvidia is a market leader in GPUs for AI workloads, and Cerebras Systems aims to compete with its technology. Nvidia's performance is used as a benchmark for Cerebras Systems' potential.
Jun 18, 2026 · 8 articles
Business
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.
Nvidia: Nvidia is mentioned as a company that needs critical technology, highlighting the demand for memory and storage solutions that Western Digital — Sandisk and Western Digital provide. Manuvir Das, a former senior leader at Nvidia, was appointed to Western Digital's board.
Apr 20, 2026 · 30 articles
Business
Broadcom: Broadcom is mentioned as another tech giant that has recently undertaken a stock split, providing context for CrowdStrike's decision.
Nvidia: Nvidia is mentioned as another tech giant that has recently undertaken a stock split, providing context for CrowdStrike's decision.
Jun 04, 2026 · 6 articles
International
Broadcom: Broadcom was a key contributor to market gains in 2025 due to artificial intelligence investments, but concerns about the profitability of AI technology could put pressure on its stock in 2026.
Dec 23, 2025 · 17 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
Business
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
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