Component makers once squeezed by Apple's vertical integration are regaining pricing leverage and market power amid AI demand and complex modem delays.

Broadcom's executive intervention helps unlock a landmark debt financing package designed to power next-generation artificial intelligence infrastructure.

Chipmakers from Nvidia to custom silicon designers are jockeying for multi-billion-dollar supply roles as Meta accelerates its aggressive artificial intelligence spending cycle.

A consortium led by Blackstone and major global lenders has orchestrated a massive $63 billion credit vehicle to underwrite Broadcom's surging artificial intelligence infrastructure.

Google, Amazon, and Broadcom are assembling a historic $77 billion financing package for AI developer Anthropic, escalating the global compute race.