SXZX2026
13:19

TSMC posted strong result? AI rally sustainable?

Broadcom & Alphabet Rise: Can TPU Deal and Earnings Converge?
Broadcom surged after announcing multi-year TPU procurement agreements with Google and Anthropic, materially improving long-term AI chip revenue visibility. Alphabet gained 3.56% to $314.74, advancing with the broad market while its previously announced multi-year TPU supply agreement with Broadcom continues to reinforce investor perception of its AI infrastructure strategy. How do you view the TPU deal for both Broadcom and Google? Can TPU in-house synergies translate into a meaningful Cloud revenue beat when earnings are reported?
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