Broadcom AI Revenue Doubles to $8.4B, Eyes $100B in 2027
Broadcom's Q1 2026 earnings show AI chip revenue up 106% year-over-year, with Anthropic, OpenAI, and Meta driving demand toward a $100 billion custom silicon forecast for 2027.
Articles Tagged "OpenAI"
OpenAI Ships Codex Desktop App for Windows Devs
OpenAI's Codex desktop app hits the Microsoft Store with native Windows sandboxing, PowerShell agents, WinUI skills, and multi-agent parallel execution - no WSL required.
Nvidia Rules Out $100B OpenAI Bet as IPO Nears
Jensen Huang confirmed Nvidia's $30B OpenAI investment will likely be its last direct equity stake, killing the $100B pledge as OpenAI races toward a public listing at a $730B valuation.
OpenAI Targets NATO Networks After Pentagon Deal
Days after securing a Pentagon classified network deal, OpenAI is exploring a contract to deploy AI on NATO's unclassified systems - a 32-nation alliance spanning North America and Europe.
OpenAI's Three-Word GPT-5.4 Tease - What It Means
OpenAI posted '5.4 sooner than you Think.' one hour after launching GPT-5.3 Instant. Here is what the Codex repo leaks already told us - and what the tweet does not.
Three AI Giants Ate 83% of February's $189B VC
Crunchbase data shows February 2026 was the biggest startup funding month in history, with OpenAI, Anthropic, and Waymo absorbing $156 billion of a record $189 billion total.
OpenAI vs Anthropic - The $125M Battle for Congress
Two rival AI super PAC networks - one bankrolled by OpenAI's Greg Brockman and a16z, one by Anthropic - are flooding the 2026 midterms with over $125 million to determine who regulates AI.
OpenAI's Head of Post-Training Max Schwarzer Joins Anthropic
Max Schwarzer, VP of Research and Head of Post-Training at OpenAI, leaves after a year leading the team that shipped GPT-5, 5.1, 5.2, and 5.3-Codex to return to RL research at Anthropic.
Altman Calls Pentagon Deal 'Sloppy' After 1.5M Boycott
OpenAI's CEO admits the Pentagon deal was rushed and amends it with new surveillance protections - but legal experts say the fixes don't close the real loopholes.
Cursor Hits $2B ARR in Record Time - at What Cost
Cursor doubled its annualized revenue to $2 billion in just three months, making it the fastest-growing SaaS company in history. But its dependence on model providers raises hard questions about margins and survival.
GPT-5.3 Instant Rolls Out to All ChatGPT Users
OpenAI ships GPT-5.3 Instant with 27% fewer hallucinations, a less preachy tone, and better web search - available now across all ChatGPT tiers and the API.
NVIDIA's Secret Chip Fuses GPU and Groq for OpenAI
NVIDIA will unveil a new inference processor built on Groq's LPU architecture at GTC 2026, with OpenAI as its first major customer allocating 3 GW of dedicated capacity.
