Broadcom Sees $230B In AI Revenue By 2028, Driven By ‘Geniuses’ OpenAI, Anthropic: Analyst Says Some Risks Remain Unresolved
Broadcom expects AI semiconductor revenue to reach $115 billion in fiscal 2027 and $230 billion in fiscal 2028.…
Marvell Is Quietly Chasing Broadcom’s AI Jackpot, and Wall Street Is Finally Waking Up
Quick Read Marvell’s data center revenue hit 76% of total sales, with 50+ custom AI design wins targeting…
DreamWorks Animation releases MoonRay 2.34
DreamWorks Animation has updated MoonRay, its in-house production renderer, now available open-source. Key changes in MoonRay 2.34 include…
Everybody But Nvidia And TSMC Has To Make It Up In Volume With AI
We keep seeing the same thing over and over again in the AI racket, and people keep reacting…
OpenAI Lays Out The Principles Of Global-Scale Computing
If AI is to become pervasive, as the model builders and datacenter builders who are investing enormous sums…