Broadcom

Latest intelligence

• Financial Times (AI)Oct 26, 2026

  Meta plans $95bn stock offering to bankroll AI expansion

  Meta plans a $95 billion stock offering to finance its artificial intelligence expansion, according to reporting by the Financial Times. Major semiconductor manufacturers Nvidia, AMD, and Broadcom will participate as cornerstone investors in the capital raise.

• CNBC TechOct 15, 2026

  TSMC chip capacity is ‘fierce’ battleground for AI customers, amid record quarter

  CNBC reports that TSMC achieved a record financial quarter while facing significant manufacturing capacity constraints, resulting in intense competition among key clients including Nvidia, Apple, Broadcom, and AMD to secure semiconductor production allocations.

• CNBC TechOct 12, 2026

  Intel, Broadcom CEOs warn capital crunch could become AI's biggest bottleneck

  CNBC reports that the chief executives of Intel and Broadcom have warned that access to capital could emerge as the primary constraint limiting the continued artificial intelligence boom.

• DevelopmentNewSep 23, 2026·2 reports

  Anthropic in talks to lease data center capacity from Stream Data Centers

• DevelopmentNewAug 31, 2026·2 reports

  Enterprises address governance gaps in autonomous AI agent deployment

• SiliconANGLEAug 31, 2026

  Agentic AI blows up the attack surface as security moves into the infrastructure layer

  SiliconANGLE reports that the adoption of agentic AI is expanding the enterprise attack surface across dynamic cloud environments. This shift is driving security policy enforcement down to the virtualization and infrastructure layer, allowing organizations to implement lateral controls and manage moving workloads without degrading network performance.

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