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Investor Sentiment

Broadcom Seals 2031 Google TPU Deal as Anthropic Locks In 3.5 GW Starting 2027

The deals highlight demand for planned TPU capacity, signaling a deeper Broadcom role across AI infrastructure.

Nvidia Maps $1 Trillion AI Chip Runway as Markets Hesitate

Nvidia Beats Again, Guides Higher as Markets Whipsaw on AI Spending Jitters