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CONF CALL: Broadcom & Oracle – Insights into the Future of AI Infrastructure Spend

Date and Time
September 12, 2025 — 11:00AM ET
Hosted by Pierre Ferragu and Antoine Chkaiban

Broadcom’s disclosure of a $10bn AI rack order for 2H26 and Oracle’s 4x sequential surge in RPOs to $500bn provide powerful signals about where AI compute is headed. We are organizing a conference call to discuss what we can learn and infer for global AI infrastructure from these developments.

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