Broadcom says AI-chip revenue hit $16B as AMD wins a major AI lab customer
YvesMulkers · x · 2026-07-26
Broadcom reportedly said its AI-chip revenue doubled to $16B this quarter, while AMD said it landed one of the biggest AI labs as a customer in the same week.
The post frames this as evidence that the compute race is still accelerating, and asks teams that have tested a second compute source to share what broke when they tried to diversify.
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