Broadcom AI Revenue 2026: Is the $100B 2027 Target Still on Track?
By Carter James | Oplexa Insights May 2026 | 18 Min Read Broadcom AI revenue 2026 is the single most important data point in the custom AI chip market right now.
Amazon Trainium 3: The $225 Billion Chip Bet Threatening NVIDIA’s AI Dominance
By Carter James | Oplexa Insights May 2026 | 18 Min Read Amazon Trainium 3 is no longer a promising challenger. It is a production-deployed, revenue-generating AI chip business with $225
Meta Broadcom AI Chip Deal 2026: 1 Gigawatt MTIA Deployment, 2NM Process Node, and Hock Tan’s Board Exit
By Carter James | Oplexa Insights April 2026 | 07 Min Read KEY TAKEAWAY Meta has signed a landmark AI chip deal with Broadcom, extending their partnership through 2029. The
Google Doubles Down on Intel: AI Chip Deal & Enterprise Impact 2026
By Carter James | Oplexa Insights April 2026 | 07 Min Read On April 9, 2026, the Google Intel AI chip deal 2026 formalized what may be one of the
Intel Terafab Project: The $25B Gamble to Rewire AI Infrastructure
By Mitthan Meena | Oplexa Insights April 2026 | 09 Min Read Introduction: A New Era of Industrial Intelligence On April 7, 2026, the semiconductor world witnessed a tectonic shift.
Broadcom Google TPU Deal 2026: Why the 5-Year Contract Changes Everything
By Mitthan Meena | Oplexa Insights April 2026 | 11 Min Read Five years. One contract. And a message to every chip company in the world: Google is not going