Locator: 51515AVGO.
Anthropic growth rates: revenues growing at rate of one INTC business in seven months (INTC's one year revenues in seven months at Anthropic). And the rate is likely to be increasing. That's Anthropic. OpenAI is similar. Broadcom and OpenAI are joined at the hip.
Broadcom: the buildout story is becoming the big story for today. Big Sky One and Big Sky Two.
The initial $35-billion tranche has been raised to $60-billion and behind the scenes numbers above $70-billion are being discussed.
Tag: DRAM NAND chips memory AI
Reminder: April, 2022 -- we were coming out of the Covid-19 lockdown. And the buildout has just begun. The Bakken Revolution affected three or four states; AI will affect everyone.
Today:
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AVGO Buildout
Reminder: OpenAI and Anthropic racing toward IPO.
Reminder: we've moved from "training" to "inference." Training: spend money; inference: make money.
Broadcom: previously posted.
Two movers:
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Disclaimer
Briefly:
I am inappropriately exuberant about the Bakken and I am often well out front of my headlights. I am often appropriately accused of hyperbole when it comes to the Bakken. I am inappropriately exuberant about the US economy and the US market. I am also inappropriately exuberant about all things Apple. See disclaimer. This is not an investment site. Disclaimer: this is not an investment site. Do not make any investment, financial, job, career, travel, or relationship decisions based on what you read here or think you may have read here. All my posts are done quickly: there will be content and typographical errors. If something appears wrong, it probably is. Feel free to fact check everything. If anything on any of my posts is important to you, go to the source. If/when I find typographical / content errors, I will correct them. Reminder: I am inappropriately exuberant about the Bakken, US economy, and the US market. I am also inappropriately exuberant about all things Apple. And now, Nvidia, also. I am also inappropriately exuberant about all things Nvidia. Nvidia is a metonym for AI and/or the sixth industrial revolution. I've now added Broadcom to the disclaimer. I am also inappropriately exuberant about all things Broadcom. Now, I've added Amazon. And QCOM. Longer version here.
