المنشور

Nvidia proved companies still want compute. Now we find out how far that money travels. Dell tests AI server demand, Broadcom tests custom chips and networking, while Snowflake tests whether the spending reaches enterprise software. That's what makes this earnings round important. A healthy AI cycle shouldn't enrich one layer forever. If orders, margins and cash flow strengthen across the stack, the boom is broadening. #BroadcomDellAIResults