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.
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
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.
NVIDIA Intel $5B Deal: Why the AI Chip War Just Changed Forever
By Carter James | Oplexa Insights Mar 2026 | 12 Min Read What happens when the two most iconic rivals in semiconductor history stop competing and start building together? The