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Broadcom's growth prospects in AI networking and custom AI chips could spur a multi-year revenue opportunity. The article discusses the author's realization of being too cautious on Broadcom recently and failing to recognize the AI growth drivers in its bullish thesis. AVGO's solid profitability and robust momentum justify the market's confidence.
The company's exposure across several industries and growth vectors, along with its leading position in AI networking and custom AI chips, has led to a reevaluation of the author's caution on AVGO. Broadcom's FQ2 earnings release in June showcased a 12% YoY organic revenue growth, with AI-related revenue being a significant highlight of the quarter.
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Isomorphic Labs, the AI drug discovery platform that was spun out of Google's DeepMind in 2021, has raised external capital for the first time. The $600
How to level up your teaching with AI. Discover how to use clones and GPTs in your classroom—personalized AI teaching is the future.
Trump's Third Term? AI already knows how this can be done. A study shows how OpenAI, Grok, DeepSeek & Google outline ways to dismantle U.S. democracy.
Sam Altman today revealed that OpenAI will release an open weight artificial intelligence model in the coming months. "We are excited to release a powerful new open-weight language model with reasoning in the coming months," Altman wrote on X.
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