Broadcom's AI Surge and Industry Shifts

This chapter examines the impressive 19% rise in Broadcom's stock, fueled by strong projections for AI revenue growth. It also discusses Intel's uncertain structural changes, the implications of tech giants creating their own chips, and the emerging energy landscape focusing on nuclear power in relation to AI advancements. Additionally, the chapter highlights Jeff Bezos's challenges with Amazon's satellite internet initiative, Project Kuiper, amidst competition from SpaceX.