Supermicro claims it is not a suspect in the case. However, the company did take action against the individuals involved. Two of them have been placed on leave, while a third person has been fired.
As businesses contend with ever-increasing data volumes and performance-intensive applications such as AI model training, AI inferencing and high-performance computing, they need infrastructure that delivers speed, scalability and efficiency without added complexity.
Meta is building these chips because buying AI hardware at scale is expensive, and relying too heavily on external suppliers leaves less room to shape that hardware to its own needs. Building more in-house could help the company keep AI costs in check.
The need for higher performance and more energy-efficient chips is driving high growth rates for leading-edge logic, high-bandwidth memory and advanced packaging. These are areas where Applied is the process equipment leader, and we expect to grow our semiconductor equipment business over 20 percent this calendar year.
Oracle today announced more role-based AI agents for revenue teams using Oracle Fusion Cloud Applications. The new agents are embedded within marketing, sales and service processes to provide insights into unified data, help automate processes and deliver predictive insights. Like the previous batch of AI agents Oracle announced in October 2025, there are agents for marketing, sales and customer success professionals in the latest release. The agents are prebuilt and natively integrated within Oracle Fusion Applications at no additional cost.
Our custom accelerator business is progressing very well across five customers. Anthropic will soon implement one gigawatt of Broadcom-baked TPUs, and we expect the AI company plans a three-gigawatt deployment in 2027. Meta will install multiple gigawatts of Broadcom's XPU accelerators in 2027 and beyond. OpenAI will deploy over one gigawatt of compute capacity based on custom XPUs in 2027.
Wall Street is expecting EPS of 48 cents to 49 cents on revenue of $10.34 to $10.44 billion, representing 82% to 83.8% year-over-year (YOY) growth. Shares have gained 4.17% over the past year, trading near $29.71, close to the 52-week low of $27.60.