Tag: Blackwell

AI Industry • June 8, 2026

Broadcom vs NVIDIA: Who Really Controls AI Infrastructure?

NVIDIA is the face of the AI boom. Broadcom is the plumbing. For the last three years, the market story has been brutally simple: buy NVIDIA, buy the GPUs, build the cluster, train the model, repeat. Hopper, H100, H200, Blackwell, Rubin — every new NVIDIA platform has felt like another brick in the company’s AI […]

Read Article →
AI Industry • May 18, 2026

Nvidia’s Boss Fight: When Beating Earnings Isn’t Enough

Nvidia walks into earnings week like a final boss with a health bar the size of the screen. The company reports on Wednesday, and the setup is almost too clean: AI demand is still the dominant market story, data center spending remains the battlefield, Blackwell GPUs are the weapon everyone wants, and Nvidia has become […]

Read Article →