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- Broadcom’s custom AI chip business stays hot and gives the bulls a much-needed win
on March 5, 2026 at 1:54 amShares of Broadcom rose about 5% in extended trading after its earnings report underscored the strength of its custom chip business.
- Broadcom CEO Hock Tan sees AI chip revenue ‘significantly’ above $100 billion next yearon March 5, 2026 at 1:45 am
Broadcom reported that AI revenue more than doubled in the latest quarter and is projecting continued growth as demand soars.
- Amazon’s Bahrain data center targeted by Iran for support of U.S. military, state media sayson March 4, 2026 at 11:09 pm
Amazon said the Bahrain facility was damaged due to a nearby drone strike, and two data centers in the UAE were directly hit by drones.
- Broadcom beats on earnings and guidance as AI revenue doubleson March 4, 2026 at 10:53 pm
Broadcom’s AI revenue jumped 106% as the company continues to be a big beneficiary of the boom in infrastructure spending.
- Tech industry group expresses ‘concern’ to Pete Hegseth over supply chain risk labelon March 4, 2026 at 9:46 pm
The Information Technology Industry Council’s letter doesn’t name Anthropic, but lands days after the AI company was designated a supply chain risk.