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for: Thursday, December 11, 2025



Broadcom Reports $18 Billion in Revenue as AI Chip Sales Climb

Robbie Whelan / wsj - The chip designer posted nearly twice as much net profit in the fourth quarter as it did a year earlier.

#ai #chips #aiethics #stockmarket #earnings #investment #business #semiconductor #technology

Broadcom (AVGO) Stock: Company Reports Strong Q4, but Shares Slide on Profit Margin Concerns

2 months / parameter / Trader Edge

Absolutely hilarious earnings call for Broadcom today as CEO Hock Tan gets mad at an analyst for asking for clarity over OpenAI’s supposed 10 gigawatt chips deal, which Tan responded to by saying that “they are on their multi-year journey to their own XP

2 months / bsky / @edzitron.com

Anthropic bought $10B of Google TPUs in September and an additional $11B order this quarter. It’s no longer idle speculation that Google is competing with Nvidia selling AI chips.

2 months / bsky / @carnage4life.bsky.social / carnage4life.bsky.social

Broadcom stock reverses lower on a misinterpretation of what the CEO said on the earnings call

2 months / cnbc

Broadcom earnings pass the test as AI momentum sends the stock higher

2 months / x / @MarketWatch

Broadcom reveals its mystery $10 billion customer is Anthropic

2 months / cnbc

Broadcom’s stock falls despite another crushing earnings and revenue beat

2 months / siliconangle / Mike Wheatley

Broadcom Reports $18 Billion in Revenue as AI Chip Sales Climb

2 months / wsj / Robbie Whelan

Broadcom reports fourth quarter earnings after the bell

2 months / cnbc

Back to Top / Thursday, December 11, 2025, 6:21 pm / permalink 16861 / 9 stories in 2 months


Rivian (RIVN) Stock: EV Maker Reveals Custom Chip and Robotaxi Plans

Trader Edge / parameter - TLDR Rivian unveiled a custom self-driving chip and AI system at its first Autonomy and AI Day in Palo Alto on Thursday The company will launch Autonomy+ subscription in early 2026 for $2,500 upfront or $49.99 monthly with hands-free driving on over 3.5 m…


Custom Chip & Lidar Innovations

Rivian unveils its own in-house RAP1 AI chip and ACM3 self-driving platform—automaker one-ups Tesla with LiDAR support

2 months / tomshardware

Rivian Goes Big On Autonomy, With Custom Silicon, Lidar, and a Hint At Robotaxis

2 months / slashdot / BeauHD

Rivian Will Add Lidar in 2026, Says Tesla's Cameras Aren't Enough

2 months / reddit / /u/DonkeyFuel

Rivian (RIVN) Stock: EV Maker Reveals Custom Chip and Robotaxi Plans

2 months / parameter / Trader Edge

Rivian Unveils Custom Silicon, R2 Lidar Roadmap, and Universal Hands Free

2 months / ycombinator

Rivian announces new AI tech, in-house chip and robotaxi ambitions

2 months / cnbc

Rivian goes big on autonomy, with custom silicon, lidar, and a hint at robotaxis

2 months / techcrunch / Sean O'Kane

Rivian is building its own powerful AI chips for autonomous driving

2 months / theverge / Andrew J. Hawkins


Hands-Free Driving Advancements

A Huge Rivian Hands Free Driving Update Is Coming to Canada

2 months / iphoneincanada / John Quintet

Rivian goes all in on 'universal hands-free' driving at its first Autonomy and AI day

2 months / engadget / Lawrence Bonk


Market Reaction

Rivian teases its AI future, but its stock drop shows Wall Street isn’t impressed

2 months / x / @MarketWatch


Smart In-Car AI Assistants

Rivian Reveals New AI Assistant, Lidar, and Autonomous Driving Coming in 2026

2 months / gizmodo / Zac Estrada

Rivian’s AI assistant is coming to its EVs in early 2026

2 months / techcrunch / Kirsten Korosec


All Other Stories

And when it does, the AI assistant will roll out to every existing EV in its lineup, not just the next-generation versions of its R1T truck and R1S SUV. 

2 months / bsky / @techcrunch.com / techcrunch.com

Back to Top / Thursday, December 11, 2025, 1:20 pm / permalink 16844 / 14 stories in 2 months


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U.S. prepares strict export controls on AI accelerators, curbing foreign sales

U.S. authorities are drafting new export rules requiring government approval for certain AI accelerators before overseas sales, aiming to limit adversaries’ access to advanced chips. The Commerce Department confirmed a tough approach that stops short of prior proposals but signals significant restrictions, forcing vendors and customers to navigate fresh geopolitical red tape. More...


Pentagon labels Anthropic a supply‑chain risk; company vows legal fight

The Pentagon has designated Anthropic and its products as a “supply‑chain risk,” prompting the company to announce a court challenge. Experts warn the move could chill collaboration and talent flows into AI, while Anthropic insists it will contest the determination to protect its operations and customers. More...


Oracle and OpenAI scrap Texas data-center expansion; Meta eyes the spare capacity

Oracle and OpenAI have abandoned plans to expand a flagship Texas data center, leaving substantial compute capacity up for grabs. Nvidia reportedly brokered interest from Meta to take the unused slots as OpenAI downscales that particular buildout, a move that rattled markets and highlights shifting demand for large-scale on-prem AI infrastructure. More...


SoftBank seeks massive $40B loan to back OpenAI investment, courting big risk

SoftBank is reportedly seeking up to a $40 billion loan to finance its planned stake in OpenAI, an audacious use of leverage to double down on the AI boom. The move would be one of the largest single‑company financing gambits in recent memory, raising questions about balance‑sheet strain versus potential upside. More...


Google releases Workspace CLI enabling AI agents to access Gmail, Drive, Calendar

Google has shipped an open-source Workspace CLI that gives AI agents like OpenClaw programmatic access to Gmail, Drive, Calendar and other Workspace services via a built-in MCP server. The tool standardizes agent integration, making it easier — and slightly creepier — for automated assistants to act on users’ behalf across core productivity apps. More...


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