# Broadcom
Latest news and articles about Broadcom
Total: 2 articles found
Blowout Quarter, Tepid Market: Nvidia’s Strong Results Undercut by AI‑Monetisation Fears and an Uncertain OpenAI Pact
Nvidia posted a stellar quarter driven by its data‑centre GPUs and issued an aggressive revenue guide, yet the stock fell over 5% as investors fretted about the sustainability of AI capex, lofty valuations and uncertainty around a large potential OpenAI investment. The rout hit other chip names too, reflecting concern about demand sensitivity to hyperscaler spending and a market shift from training to inference workloads.
Broadcom's 3.5D Gamble: Stacked 2nm SoCs and a Push for a Million AI Chips by 2027
Broadcom has started shipping a custom 2nm compute SoC built on a hybrid 3.5D stacking platform and aims to sell at least one million stacked chips by 2027. The XDSiP approach combines 2.5D interposers with face‑to‑face 3D bonding to boost bandwidth and energy efficiency, offering customers an alternative to monolithic node scaling.