#broadcom
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matrixman124.hellthread.vet
Good. Fuck Broadcom
edzitron.com Ed Zitron @edzitron.com · 3d
On an individual level, Broadcom would be supremely screwed if data center construction slows significantly. It's personally on the hook for much of Anthropic's TPUs. Anthropic will have to pay, even if the capacity doesn't exist yet.
www.wheresyoured.at/premium-faul...
As I discussed in the Hater’s Guide To Broadcom, Hock Tan has tied his entire future to building TPUs — Google’s AI chips — for Google and Anthropic, as well as chips for OpenAI. To fund Anthropic’s deals, Broadcom has organized about $93 billion in debt through private credit firms like Blackstone and Apollo, all issued through a shell corporation with much (but not all) of the debt backstopped by Broadcom itself. And it turns out that a slowdown could create a lot of problems, per Anthropic’s S-1/A (top of page 176), emphasis mine: These Lease Arrangements are accounted for as finance leases. Our rent payments over the life of these leases are equal to an aggregate of approximately $161.2 billion excluding interest, with rent payable in quarterly installments and payment obligations typically commencing upon AI infrastructure equipment becoming “ready for service” at the applicable data center facility. Rent payments may commence earlier in certain circumstances, such as when the readiness of a data center facility is delayed. This creates two separate problems for Broadcom: If it can’t bring capacity online fast enough, Anthropic won’t have to pay for it. If the conditions are met where Anthropic would have to pay regardless of data center availability, Anthropic will have no means of generating revenue from the capacity, making it much more difficult to pay for. I imagine that the deal is handled like a revolving credit facility where cash is drawn to pay for Broadcom’s chips as they’re built rather than the entire amount accruing interest, but nevertheless, it’s very easy to see a scenario where a delayed data center would cause a problem, because the chips might be ready but the power and capacity might not be. In this scenario, Broadcom is paying interest on a facility that generates absolutely no revenue, and if the chips aren’t ready, Anthropic isn’t making any lease payments.
November 6, 2026 at 4:58 PM
edzitron.com
On an individual level, Broadcom would be supremely screwed if data center construction slows significantly. It's personally on the hook for much of Anthropic's TPUs. Anthropic will have to pay, even if the capacity doesn't exist yet.
www.wheresyoured.at/premium-faul...
As I discussed in the Hater’s Guide To Broadcom, Hock Tan has tied his entire future to building TPUs — Google’s AI chips — for Google and Anthropic, as well as chips for OpenAI. To fund Anthropic’s deals, Broadcom has organized about $93 billion in debt through private credit firms like Blackstone and Apollo, all issued through a shell corporation with much (but not all) of the debt backstopped by Broadcom itself. And it turns out that a slowdown could create a lot of problems, per Anthropic’s S-1/A (top of page 176), emphasis mine: These Lease Arrangements are accounted for as finance leases. Our rent payments over the life of these leases are equal to an aggregate of approximately $161.2 billion excluding interest, with rent payable in quarterly installments and payment obligations typically commencing upon AI infrastructure equipment becoming “ready for service” at the applicable data center facility. Rent payments may commence earlier in certain circumstances, such as when the readiness of a data center facility is delayed. This creates two separate problems for Broadcom: If it can’t bring capacity online fast enough, Anthropic won’t have to pay for it. If the conditions are met where Anthropic would have to pay regardless of data center availability, Anthropic will have no means of generating revenue from the capacity, making it much more difficult to pay for. I imagine that the deal is handled like a revolving credit facility where cash is drawn to pay for Broadcom’s chips as they’re built rather than the entire amount accruing interest, but nevertheless, it’s very easy to see a scenario where a delayed data center would cause a problem, because the chips might be ready but the power and capacity might not be. In this scenario, Broadcom is paying interest on a facility that generates absolutely no revenue, and if the chips aren’t ready, Anthropic isn’t making any lease payments.
November 6, 2026 at 4:55 PM
fintwitter.bsky.social
anthropic: google, nvidia, amd, broadcom, micron, microsoft, tsmc to invest $26 billion via private placement at ipo price
November 10, 2026 at 1:15 AM
sfchronicle.com
Tech giants like Nvidia, AMD and Broadcom had major losses after anti-data center measures and candidates triumphed.
Bay Area AI stocks plunge after data center voter backlash in worst trading day since April 2025
Tech giants like Nvidia, AMD and Broadcom had major losses after anti-data center measures and candidates triumphed.
bit.ly
November 5, 2026 at 9:20 PM
newsstocks.bsky.social
Broadcom (AVGO) Stock Down Nearly 40% From Record Highs

Broadcom's (AVGO) stock price has declined by nearly 40% from its all-time high. The article highlights this significant drop but does not pr…

https://newsstocks.live/news/broadcom-avgo-stock-down-nearly-40-from-record-highs #Finance #Markets
November 8, 2026 at 4:02 PM
yakrat.bsky.social
Broadcom, AMD, Intel CEOs all Asian or Asian American. Tech industry has very many Asian (well qualified/capable) engineers and scientists. Not likely a total Asian wipeout.
November 9, 2026 at 7:19 PM
lamw.bsky.social
🆕 Update to the #VCF Agentic AI Hub Fling v0.2.0 w/MCP servers for following:

🌐 NSX
💾 vSAN
📝 Log Management
🛜 VCF Ops for Network

📔 RN & 💿 DL 👉 support.broadcom.com/group/ecx/pr...
Home - Support Portal - Broadcom support portal - Support Portal - Broadcom support portal
support.broadcom.com
November 6, 2026 at 7:36 PM
epochai.bsky.social
Broadcom TPU compute shipments doubled from fiscal Q2 to Q3 2026 (May to early August), reaching the equivalent of nearly 2 million Nvidia H100 GPUs, according to our estimates.

This is a sharp increase from the previous three quarters, when shipments grew between 2% and 22% per quarter.
Stacked bar chart of estimated Broadcom TPU compute shipments in H100-equivalents by fiscal quarter, Q1 FY25 to Q3 FY26, by chip (v5e/v5p, v6e, v7, v8i), rising to nearly 2 million in Q3 FY26, about 2.0x the previous quarter. Error bars show 90% confidence intervals.
November 5, 2026 at 5:01 PM
zarleckazpa.bsky.social
And that level of orchestration for free makes Broadcom a stupid choice.
November 4, 2026 at 9:53 PM
financiernews.bsky.social
Broadcom Sinks 8.09% to $297.14 as Nasdaq 100 Drops 6.36%

📉 Broadcom shares fell 8.09% to $297.14 as the Nasdaq 100 dropped 6.36% to 26,629.81, a broad tech selloff that dragged the chipmaker down with it.

#AVGO #Markets

https://financier.news/
Broadcom Stock Plunges 8.09% to $297.14 as Nasdaq 100 Tumbles 6.36% in Broad Tech Selloff
November 6, 2026 at 5:53 PM
therealajay.bsky.social
Bruh...

#tech #finance #nasdaq #news #signalboost #Dell #SanDisk #Nvidia #Broadcom #Micron #AMD #Intel
November 5, 2026 at 4:10 PM
dakota.graphics
Whoever allowed the Broadcom acquisition of VMware should be JAILED. The hoops you have to jump through to download anything are insane.
November 8, 2026 at 11:42 PM
cassieamerica.bsky.social
The ballroom and his portfolio are what is essential to trump, forget America 🙄
www.cnbc.com/2026/05/15/t...
Trump went big on tech stocks in first quarter of 2026, new filings show
Trump bought shares of Amazon, Meta, Oracle, Broadcom, Motorola and Dell worth millions, new ethics disclosure filings show.
www.cnbc.com
November 7, 2026 at 1:11 PM
angrydonkeynews.bsky.social
Broadcom, Micron and Intel are all down big this week so is this an opportunity or a trap? Brian Belski of Humilis gives his rapid-fire calls 👀

www.reddit.com/r/Wallstreet...
From the WallstreetWhales community on Reddit: Broadcom, Micron and Intel are all down big this week so is this an opportunity or a trap? Brian Belski of Humilis gives his rapid-fire calls 👀
Explore this post and more from the WallstreetWhales community
www.reddit.com
November 8, 2026 at 10:11 AM
eetimes.bsky.social
Advancing Integrated Optics: Celestica & Broadcom Interview at OCP Global Summit

Celestica and Broadcom explain how integrated optics can cut power and latency for AI data centers—watch the OCP…

https://www.eetimes.com/advancing-integrated-optics-celestica-broadcom-interview-at-ocp-global-summit/
Advancing Integrated Optics: Celestica & Broadcom Interview at OCP Global Summit
Celestica and Broadcom explain how integrated optics can cut power and latency for AI data centers—watch the OCP Summit partner interview.
www.eetimes.com
November 9, 2026 at 2:21 PM
newsen.bsky.social
Broadcom Inc. Set to Reveal Q4 and FY2026 Financial Performance on December 9, 2026#USA#Palo_Alto#Technology#Semiconductor#Broadcom
Broadcom Inc. Set to Reveal Q4 and FY2026 Financial Performance on December 9, 2026
On December 9, 2026, Broadcom Inc. will announce its financial results for the fourth quarter and fiscal year 2026, offering insights into its business outlook.
third-news.com
November 9, 2026 at 1:40 PM
momenir.bsky.social
محصولات برودکام (Broadcom)؛ معرفی کامل محصولات نیمه‌رسانا و نرم‌افزارهای زیرساختی را در لینک زیر مطالعه کنید.

momen.ir/broadcom-pro...

#برودکام #broadcom
November 4, 2026 at 8:02 AM
brisketfingers.bsky.social
My last broadcom rep was bragging to me about his hunting trips to africa, after said price increase
November 6, 2026 at 5:51 PM
darnich.bsky.social
Who makes the parts of the Iskanders that are hitting Ukrainian civilians? The US mostly:

Texas Instruments, AMD, NVIDIA, Analog Devices, Micron, and Broadcom

youtu.be/_0lua6K5XH4?...
A Navy SEAL Exposes Who Really Builds Russia's Terror Weapons
YouTube video by Kyiv Post
youtu.be
November 10, 2026 at 2:54 AM
berndtpetersen.bsky.social
The moat is not CUDA, and hasn’t been for at least a couple of years. The moat is the optical networking capabilities for mass clustering. TPUs don’t use CUDA, and they’re selling as fast as Broadcom and Google can make them.
November 9, 2026 at 6:16 PM
sdxcentral.bsky.social
Broadcom tightens VMware’s tendrils into the CNCF, open source community
Broadcom tightens VMware’s tendrils into the CNCF, open source community
The efforts continue long-standing ecosystem work by the vendor
dlvr.it
November 9, 2026 at 2:01 PM
trendspider.com
You can count on one hand the number of times Broadcom #AVGO has visited its 100-week EMA in the last decade

Right now is one of those times 👀
November 9, 2026 at 11:03 PM
mainstream-media.bsky.social
Nvidia Shares Fall 6.6% as Broadcom and AMD Rise

https://www.theinformation.com/brief...
November 9, 2026 at 2:50 PM
arstechnica.com
While VMware has been financially successful under Broadcom, the company's latest offering suggests it may be worried about losing business from smaller organizations: arstechnica.visitlink.me/4Bh9i8
VMware releases vSphere Express for virtualization on up to 128 cores
“We started listening to a lot of our lower-end customers," VMware exec says.
arstechnica.visitlink.me
November 5, 2026 at 4:35 PM
edzitron.com
As I’ve said

www.wheresyoured.at/ai-had-bette...
NVIDIA, Google, Amazon, Meta, Microsoft, Broadcom, Micron, AMD, and CoreWeave Represent 46.5% of the NASDAQ 100 (and 39.3% of the NASDAQ Composite), With Values Inflated By The "AI Trade"
November 1, 2026 at 6:56 PM