A running record of the infrastructure, sourcing, AI-operations and competitive signals shaping BFSI and HiTech conversations.
1. Broadcom raises AI-chip outlook to $115B in FY2027 and $230B in FY2028 What happened: Broadcom raised its fiscal-2027 AI-chip revenue forecast to about $115 billion, from more than $100 billion previously, and said…
Open briefing →Today’s strongest fresh signals are concentrated around AI infrastructure scaling, financing, sovereign capacity, cloud-platform economics and the convergence of cyber/security with infrastructure operations. BFSI-specific deal news is lighter this morning, so the portfolio is…
Open briefing →1. Anthropic signs $35B Lambda deal, pushing AI capacity into a multi-provider infrastructure portfolioWhat happened: Anthropic has signed a cloud-computing agreement worth about $35 billion with Nvidia-backed Lambda for roughly 350 MW of capacity…
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