Thursday, September 21, 2023

Source: Google has extensively discussed dropping Broadcom for AI chips as early as 2027 to design its own TPUs, aiming to save billions of dollars annually (Wayne Ma/The Information)

Wayne Ma / The Information:
Source: Google has extensively discussed dropping Broadcom for AI chips as early as 2027 to design its own TPUs, aiming to save billions of dollars annually  —  Google executives have extensively discussed dropping Broadcom as a supplier of artificial intelligence chips as early as 2027 …



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Datadog closed up 31%+ after reporting Q1 revenue up 32% YoY to $1B and raising its FY revenue forecast, an outlier in the software industry amid the AI boom (Mike Wheatley/SiliconANGLE)

Mike Wheatley / SiliconANGLE : Datadog closed up 31%+ after reporting Q1 revenue up 32% YoY to $1B and raising its FY revenue forecast, a...