Daniel Loeb increased Broadcom stake in Q1 while cutting Nvidia and Taiwan Semiconductor, signaling hedge fund confidence in Broadcom's AI-driven growth. Broadcom secured a five-gigawatt TPU capacity agreement with Anthropic alongside AWS, Google and SpaceX partnerships, expanding its AI infrastructure footprint.
In Q1, hedge fund manager Daniel Loeb sharply reduced holdings in Nvidia and Taiwan Semiconductor while increasing his stake in Broadcom, highlighting his conviction in Broadcom's role in the AI semiconductor market.
Broadcom signed an agreement to supply Anthropic with five gigawatts of next-generation TPU capacity, marking its first major AI compute partnership beyond hyperscaler AWS and reinforcing its presence in custom AI accelerator markets.
Alongside the Anthropic deal, Broadcom maintains capacity agreements with AWS, Google and SpaceX for TPU and GPU resources, creating a combined ten-gigawatt footprint that supports large-scale AI training and inference workloads.
These strategic partnerships and high-profile investor support could drive Broadcom's revenue growth in the AI segment, enhance its competitive positioning against peers and underpin long-term investor confidence in its semiconductor and networking business.
Benzinga
