1. EachPod

Broadcom Boosted by Google's AI Spend 7/24/25

Author
CNBC
Published
Thu 24 Jul 2025
Episode Link
https://www.cnbc.com

OpenAI and Oracle announced a major expansion, set to develop 4.5GW of additional data center capacity in a push to power surging AI demand. It positions Oracle as the reliable data center fallback as OpenAI and Softbank's relationship reportedly faces new hurdles.  

 

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