$Broadcom(AVGO)$ Hock Tan look

$Broadcom(AVGO)$ Hock Tan looks ready to collect. CNBC covered Oracle expanding its OpenAI partnership, and the chip angle is hard to miss.

Google TPUs still carry Broadcom's fingerprints. OpenAI's custom silicon push is another large opportunity, and Anthropic has committed billions to AI infrastructure.

The earnings setup is also notable. Wednesday brings Google and Microsoft, both AVGO customers. Thursday brings Amazon, also an AVGO customer. A pattern is forming.

The focus remains on AI capex, TPU deployments, and cloud growth. Hundreds of billions are flowing into AI.

Wall Street keeps shouting about an AI bubble. Meanwhile Hock is positioned with open arms for Google, OpenAI, and Anthropic workloads.

Not every dollar goes to AVGO, but he is getting a meaningful slice of this expanding AI market. CNBC criticizing Hock for personally closing the $63B financing seems off. He is their best sales guy.

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