Broadcom reports Q4 revenue up 28% YoY to $18.02B, vs. $17.49B est., and forecasts Q1 revenue above estimates, with AI chip sales doubling to $8.2B (Kif Leswing/CNBC)

Broadcom CEO Hock Tan announced that Anthropic placed a $10 billion order for Google's Ironwood TPU racks in the third quarter of 2025, followed by an additional $11 billion order in the fourth quarter. This revelation came during a September earnings call, highlighting Anthropic's significant investment in advanced AI infrastructure.

Oracle reported a 14% year-over-year increase in Q2 revenue, totaling $16.06 billion, although this fell short of the $16.21 billion estimate. Following the announcement, Oracle's stock dropped over 11% in after-hours trading, reflecting investor concerns about the company's financial performance despite the revenue growth.

Starcloud, a startup backed by Nvidia, has successfully launched a satellite equipped with an Nvidia H100 chip, which is now operational and querying responses from Google's AI model, Gemma. This marks a significant milestone as it represents the first instance of training an AI model from space, showcasing the potential of orbital data centers in AI development.

Quadric has appointed Ravi Chakaravarthy as Vice President of Software Engineering, effective immediately. Chakaravarthy, a veteran from AMD and Broadcom, will oversee the company's expanding software engineering team and lead the development of its embedded AI software stack that powers the Quadric Chimera AI processor IP.

Google’s Tensor Processing Units (TPUs), specifically the TPUv7, are emerging as a formidable alternative to Nvidia’s GPUs, which have dominated AI advancements for over a decade. This shift is exemplified by the training of cutting-edge models like Google’s Gemini 3 and Anthropic’s Claude 4.5 Opus on TPUs rather than Nvidia hardware.