Microsoft is reportedly partnering with Broadcom for custom AI chip design, mirroring a similar massive deal by its AI ...
The company will start selling its Trainium3 processors as AI companies are looking to diversify their supply of data-center ...
Enthusiasm for custom chips made by Broadcom has been sweeping Wall Street going into the company’s earnings report on ...
Google is reportedly in talks to sell its tensor processing units – a type of computer chip specially designed for AI – to ...
Nvidia and Broadcom are set to battle it out for AI chip supremacy in 2026.
As 2025 winds down, leading tech stocks once again helped lead the market higher by double-digit percentages. Continued ...
Nvidia is king in AI chips, but custom ASICs are gaining ground with Google, Amazon, Meta, Microsoft and OpenAI now making their own.
Microsoft wants to switch custom AI chips business from Marvell to Broadcom. JPMorgan analysts still recommend sticking with ...
Monday served as a harsh reminder that in the semiconductor industry, customer concentration is a double-edged sword.
Like Windows in the PC era, an OS (operating system) leading the AI (artificial intelligence) age.’ This sentence defines ...
Google has appointed Amin Vahdat as chief technologist for AI infrastructure, signaling its commitment to leading the AI arms ...