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We're buying a new chip stock and looking to exit another to expand our AI exposure

Our plan to offset the initiation is to soon exit one of our Club semis that has a murkier near-term line of sight in AI. ....

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Broadcom Unveils High Performance Fabric for AI Networks

Broadcom Unveils High Performance Fabric for AI Networks
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Broadcom intros Jericho3-AI fabric for AI networks

Broadcom has introduced Jericho3-AI, a fabric that offers the highest performance for artificial intelligence (AI) networks. ....

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