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CUSTOM AI CHIPS
Broadcom raises AI chip forecast as Big Tech keeps writing bigger checksThey have gained about 6% this year, significantly underperforming rivals and the broader semiconductor index, as AI spending concerns an...- Dell again lifts annual forecasts as AI demand powers record resultsDell raised its annual revenue outlook to $192 billion from $167 billion and adjusted earnings per share forecast to $25.50 from its earlie...
- Chinese AI chipmaker Enflame aims to raise $908 million after setting Shanghai IPO priceEnflame Technology, a prominent Chinese AI chip manufacturer, is set to raise over $900 million through its IPO in Shanghai. This initiativ...
- Nvidia invests $3.5 billion in MediaTek convertible bondsThe new deal is the latest example of Nvidia helping finance businesses building products and infrastructure around its technology, a strat...
- Chinese AI chipmaker Enflame aims to raise $908 million after setting Shanghai IPO priceEnflame is China's latest AI chipmaker to go public as Beijing steps up its tech self-sufficiency drive, with the United States banning e...
- SK hynix open to US investment, sees memory shortage through 2030SK hynix CEO Kwak Noh-jung said SK hynix was looking globally for potential sites that could support its development and testing needs, cit...
- Marvell selloff deepens as investors seek clarity on Google AI deal payoffMarvell has become a market darling fueled by the AI spending boom as Big Tech races to adopt custom chips for greater cost efficiency and ...
- Nvidia pauses revenue-sharing deals with AI cloud companiesThe chip giant stepped back from the program last week, the Journal said, adding that it could still revamp the initiative later or fold it...
- Anthropic planned, then abandoned $7 billion purchase of MatXThe merger talks, which a third person said have evolved into a discussion about a partnership, underscore the AI lab's ambition to secure ...
- Nvidia ignites chip stock rally as forecast shows AI boom is intactNvidia has calmed investor anxieties regarding the AI surge, forecasting a remarkable seventy percent increase in revenue for the upcoming ...
- SK Hynix holds groundbreaking ceremony for $4 billion Indiana AI chip packaging facilityThe facility, at the Purdue Research Park in West Lafayette, is scheduled to begin cleanroom operations in the second half of 2028, accordi...
- Nvidia forecasts 70% sales growth next year, signals AI spending boom has years left to run"AI has reached its inflection point. It's doing useful work. Its tokens are productive and profitable. Now, compute is revenue," Nvidia Ch...
- Nvidia earnings: Chipmaker forecasts Q3 revenue at $108 billion, above analysts' estimates as Q2 profit, revenue double YoYNvidia earnings: Nvidia forecasts strong third quarter revenue, exceeding analyst expectations significantly. The company sees a trillion-d...
- OpenAI says its new Jalapeno chip can make AI faster while using less powerOpenAI unveiled its new Jalapeno AI chip at a recent conference. This processor significantly boosts AI response speeds and reduces power c...
- Nvidia faces growth test as Rubin debut meets AI financing scrutinyThe chipmaker has been the biggest beneficiary of the race to build AI infrastructure. Recently, though, its stock has come under pressure ...
- Less chips chipping away at AInfra? Nvidia’s server price hike signals rising costsNvidia plans server price increases due to a global chip shortage. This shortage is expected to persist beyond the year 2027. Chipmakers ar...
- Nvidia customers notified about AI-related price hikes above 15%: BloombergThe price hikes will go into effect on systems shipped early next year and will impact systems including those with the flagship Vera Rubin...
- Anthropic hires Google chip veteran Amir Salek as part of push into hardwareAI firm Anthropic has hired a Google chip founder for its new semiconductor team. This move signals Anthropic's ambition to develop its own...
- Broadcom seeks more than $60 billion in latest AI debt dealThe numbers under discussion would potentially bring the total raise to as much as $100 billion, according to the report.
- Marvell shares jump 8% after chipmaker hands Google option to buy $12.2 billion stakeMarvell shares surged 8% after securing a Google agreement to develop custom AI chips and related technologies. Google received a warrant f...
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