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Hock Tan and his CFO Kirsten Spears logged into the June 3 earnings call with numbers that should have satisfied anyone. AI semiconductor revenue hit $10.8 billion in Q2, up 143% year over year, above Broadcom’s own forecast. Full-year AI guidance went to $56 billion. The $100 billion fiscal 2027 target was reaffirmed. By any prior… Read More
The above title refers to a webinar that was hosted by Altair on April 28th. Chip design in the cloud is not a new idea. So, what is the big deal with the above title. Sometimes titles don’t reveal the full story. Annapurna Labs happens to be an Amazon company. It used to be an independent semiconductor company that was acquired by Amazon… Read More
