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Giấy phép số 4978/GP-TTĐT do Sở Thông tin và Truyền thông Hà Nội cấp ngày 14 tháng 10 năm 2019 / Giấy phép SĐ, BS GP ICP số 2107/GP-TTĐT do Sở TTTT Hà Nội cấp ngày 13/7/2022.
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Green SM changes its brand from Xanh SM to Green SM. The Green Smart Mobility and Intelligent Transport Joint Stock Company (GSM) announced the brand change from Xanh SM to Green SM. The change aims to unify brand identity across the entire system and marks the company's three-year operation. In…
Sometimes, news comes along that fundamentally changes how investors should view a stock moving forward. However, this news may not always be obvious. That was certainly the case when Broadcom revealed in a filing that it extended its agreement with Alphabet to develop and supply future generations of Alphabet's Tensor Processing Units (TPUs). On the surface, this may not seem like a big deal, as Alphabet and Broadcom have partnered on TPUs for more than a decade. However, the agreement just removed one of the biggest bearish arguments against Broadcom's stock. Broadcom and Alphabet have long been tied at the hip with TPUs, and it's become one of the biggest growth drivers for both companies. While there seemed to be little reason to mess with this mutually beneficial partnership, there was growing concern that Alphabet would eventually look to ditch Broadcom. While Broadcom's intellectual property and chip expertise play a big role in the success of Alphabet's TPUs, the chips are ultimately designed to Alphabet's specifications, giving it considerable control. Investors have increasingly feared that Alphabet could bring more of the work in-house or shift to another, cheaper vendor. However, Broadcom's ASIC (application-specific integrated circuit) platform is comprehensive, making it sticky. This deal helps erase those concerns and comes at a critical time, when demand for TPUs is starting to skyrocket. Explosive growth ahead In addition to their extended partnership, the two companies also announced that they were expanding their partnership with Anthropic, giving the large language model maker access to 3.5 gigawatts of TPUs starting in 2027. The TPUs will be deployed both through Google Cloud and directly supplied by Broadcom. There does seem to be some flexibility in the agreement, with the announcement saying it is dependent on Anthropic's commercial success. Anthropic already has an order with Broadcom to deploy $21 billion worth of TPUs this year.
Premium gym chains are entering a “golden era” that is ending or already in decline, as rising operating costs collide with shifting consumer preferences toward more flexible, community-based ways to exercise. Long-term memberships are shrinking, margins are pressured by higher rents and facility expenses, and competition from smaller, more personalized…
