Fireside Alpha @firesidealpha · 02 Sep 2026
$AVGO Hock Tan: every gigawatt the AI labs deploy can generate $30 billion in annual revenue, so bankrolling OpenAI and Anthropic makes economic sense for Broadcom "With these two guys, Anthropic and OpenAI -- I mean, this is like thinking of two geniuses in the middle of, what, https://t.co/L82uOCKFll
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