Duquesne Builds $94 Million AI Chip Basket With Broadcom, Intel and Arm
Updated
Updated · Yahoo Finance · Aug 16
Duquesne Builds $94 Million AI Chip Basket With Broadcom, Intel and Arm
3 articles · Updated · Yahoo Finance · Aug 16
Summary
Duquesne disclosed more than $94 million of AI semiconductor buys as of March 31, including $60.65 million in Broadcom, $18.16 million in Intel and $16.14 million in Arm.
The basket spans key layers of AI infrastructure: Broadcom in custom AI chips and networking, Intel in foundry and host CPUs, and Arm in data-center CPU architecture.
Intel is the highest-conviction turnaround leg, tied to a $5 billion NVIDIA equity investment and its selection as host CPU for NVIDIA's DGX Rubin systems.
Recent results support the thesis: Broadcom's AI chip revenue jumped 143% to $10.8 billion, Intel's Data Center and AI unit rose 22% to $5.052 billion, and Arm reported more than $2 billion of demand for its new AGI CPU.
Since Duquesne's March entry, Intel has surged 204% and Arm 190%, leaving later investors with a far less attractive entry point.