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Beyond Nvidia: The hidden winners of the AI investment boomThe real money in the AI build-out is being made where physical capacity can't keep pace with capital, argues Subho Moulik, Founder & CEO a...
Meta to put AI chip into production in September as it looks to double computing capacityThe tech firm's data center chip, code-named "Iris," is part of a four-generation project for Meta Training and Inference Accelerators (MTI...
Meta to put AI chip into production in September as it looks to double computing capacity, memo showsMeta Platforms plans to manufacture its own artificial intelligence chip starting September. This initiative aims to significantly increase...
Broadcom shares jump over 2% after Apple announces $30 billion chip dealBroadcom shares gained after Apple announced a multi-year chip supply agreement exceeding $30 billion. The deal expands US manufacturing, s...
China's DeepSeek developing its own AI chipThe chip is designed for inference - the stage of AI computing in which a trained model generates responses for users - rather than for tra...
Beyond Nvidia: Why AI giants like OpenAI, Google and Amazon are building custom chipsThe AI race is heating up as tech giants like OpenAI, Google, Amazon, and Microsoft design their own chips to optimize AI operations. This ...
OpenAI spices things up with Jalapeno chips: Why the Sam Altman-led AI startup is building its own processorsOpenAI said it designed the chip from scratch in nine months. Broadcom handled silicon implementation, networking, and connectivity, while ...
GlobalFoundries partners with Fermionic to produce first ever chip for an Indian firmFermionic's RF chips will be the first Indian semiconductors to be manufactured by GlobalFoundries, which has been producing chips for glob...
Qualcomm jumps as optimism on smartphones, AI chips outweigh dismal forecastQualcomm shares saw a significant jump. CEO Cristiano Amon expressed confidence in a smartphone market rebound post the fiscal third quarte...
Broadcom hits $2 trillion valuation: How AI chip surge, Google and Meta deals, and ETF buzz is driving AVGO rallyBroadcom (AVGO) market capitalization surged past $2 trillion, fueled by soaring demand for custom AI chips and cloud networking infrastruc...
US Stocks: Marvell shares jump 5% on report of deal talks with Google to develop two AI chipsMarvell Technology's shares jumped nearly 5% on Monday following a report that Alphabet's Google is in talks with the chip designer to deve...
Chip designer Broadcom expects to sell 1 million 3D stacked chips by 2027The company has refined the technology over five years to the point where its first customer, Fujitsu, is making engineering samples to tes...
Which stocks could drive the $1 trillion semiconductor milestone? Bank of America’s top betsThe global semiconductor industry is heading into what analysts believe could be its most powerful growth phase yet. Artificial intelligenc...
AI giant Broadcom stock falls 5% — Why are Broadcom shares dropping; is Oracle to blame?Broadcom shares fell nearly 5% after earnings despite strong AI-driven revenue. Investors reacted to lower expected margins from AI systems...
Broadcom to launch new networking chip, as battle with Nvidia intensifiesThe chip, called the Thor Ultra, enables computing infrastructure operators to deploy far more chips than they otherwise could, allowing th...
Broadcom shares rally on new AI deal, CEO's assuranceThe company on Thursday said it has secured over $10 billion in AI infrastructure orders from a new customer, with CEO Hock Tan forecasting...
OpenAI set to start mass production of its own AI chips with Broadcom in 2026: FTOpenAI is set to launch its first AI chip next year in partnership with Broadcom, aiming to reduce reliance on Nvidia, according to the Fin...
AMD's AI bets face investor scrutiny as Big Tech switches to custom chipsChinese AI startup DeepSeek's advances with models that can reportedly match or outperform Western rivals at lower costs have also raised c...
OpenAI builds first chip with Broadcom and TSMC, scales back foundry ambitionThe company has dropped the ambitious foundry plans for now due to the costs and time needed to build a network, and plans instead to focus...
Nvidia chases $30 billion custom chip market with new unitThe dominant global designer and supplier of AI chips aims to capture a portion of an exploding market for custom AI chips and to protect i...