Broadcom's Future $100 Billion Custom Chip Business Is Your Sign to Buy Now

Broadcom is partnering with AI hyperscalers to design its custom chips. The rise in custom chip sales could cause Broadcom's ...

Are Amazon and Alphabet's custom chips a threat to Nvidia?

Nvidia is still the market leader by far.

The Rise of Custom AI Chips Is Breaking Nvidia’s Grip

Nvidia (NVDA) built a near-monopoly on AI compute. For the past three years, every major AI company — Alphabet (GOOGL), Meta (META), Amazon (AMZN), Microsoft (MSFT) — has relied on its GPUs to train ...
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AVGO stock drops after financing deal with OpenAI for custom chips hits snag: report

Codenamed ‘Project Nexus,’ the deal aims to produce a custom inference chip called ‘Jalapeno’ to power ChatGPT. ・The project is currently stalled over an $18 billion financing requirement for its ...

Nvidia Needs to Watch Out for This Custom Chip Designer (Hint: It's Not Broadcom)

Amazon has already rolled out several successful generations of custom chips.

Amazon custom chips get a boost from Meta, giving the cloud giant another path to win in AI

Amazon hits a record high after its new Meta deal highlights how AWS is gaining traction in AI through both cloud capacity and its custom chips.
The Tech Portal

Anthropic in early talks to secure custom AI chips from Fractile: Report

Anthropic is reportedly in early discussions with UK-based semiconductor startup Fractile to secure a future supply of specialized AI ...