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UBS Reaffirms Bullish AI Path for Broadcom as Shares Whipsaw

UBS now models multi‑million TPU shipments with AI revenue climbing steeply through 2028.

Qualcomm Unveils AI200 and AI250 Data-Center Accelerators as Shares Surge

OpenAI’s 30‑GW Compute Push Recasts Chipmakers as Broadcom Clinches 10‑GW Custom Deal