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| №247 | Friday, September 4, 2026 | 06:30 AM ET | |||||
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Independent reporting on tech & markets
TechEchelon
● The Brief
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Good morning. Broadcom just gave Wall Street a number big enough to reset expectations for the entire AI buildout: CEO Hock Tan says the company's AI revenue will hit $115 billion in fiscal 2027 and $230 billion in fiscal 2028, roughly doubling each year. That forecast came alongside a third-quarter beat, with revenue up 86% to $29.59 billion and net income more than tripling to $13.09 billion, driven by custom chip programs built for OpenAI, Anthropic, Google, and Meta. The scale here matters because it signals that the biggest AI labs are increasingly designing their own silicon rather than relying solely on off-the-shelf GPUs, and Broadcom has positioned itself as the partner of choice for that shift. It's a reminder that the AI infrastructure race isn't just an Nvidia story anymore, it's spreading across a widening set of chipmakers and hyperscalers all racing to lock in capacity years in advance. Below: today's five recent stories across markets, AI, policy, and security. | |||||
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● THE BRIEF · DAILY
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