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AI Chips

Broadcom’s Record AI Quarter Sends Stock Lower After Cautious Guidance and 'Chips Only' Pivot

The market’s reaction shows investor doubts about margins and whether supply and backlog justify lofty AI‑chip valuations.

TSMC March Sales to Test AI Chip Supply on April 10

Nvidia to Deliver 260,000 Blackwell GPUs to South Korea in National AI Buildout