EPISODE · Mar 6, 2026 · 6 MIN
Cato's Daily — Broadcom's Custom Silicon Surge, Oracle's AI Payroll Swap · Mar 6
from Cato Daily Digest · host Brandon Trew
Broadcom AI chip revenue surges 106% on Google TPU demand as custom silicon eats into Nvidia's dominance. Oracle cuts thousands with AI CAPEX cannibalizing human payroll. Europe's gas crisis deepens — Germany at 27% capacity builds more gas instead of renewables.
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Cato's Daily — Broadcom's Custom Silicon Surge, Oracle's AI Payroll Swap · Mar 6
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