Broadcom (NasdaqGS:AVGO) has agreed to supply OpenAI with custom AI accelerator ASICs equivalent to 10 gigawatts of compute capacity over four years. The company is expanding its role as a custom AI ...
Nvidia still reigns, but a structural shift toward custom silicon is creating a new hierarchy of winners and laggards, and ...
Broadcom is projected to dominate the custom AI chip market as hyperscalers expand internal AI chip programs. Microsoft, ...
Intel's custom chip business is taking off.
Nvidia CEO Jensen Huang dismissed claims that cloud providers' custom AI chips could overtake Nvidia's GPUs, arguing that the ...
The most efficient chip in the room wins-and Broadcom is betting its future on that truth. In the high‑stakes race to build AI infrastructure, the company has emerged as a critical supplier of custom ...
IC sense opens a new Electronic Wafer Sort (EWS) cleanroom to expand its in‑house ASIC production capabilities.
Broadcom (NASDAQ:AVGO) and OpenAI have launched a multi-year partnership to deploy 10 gigawatts of custom artificial intelligence silicon and rack-level systems, integrating compute ...
AI now drives over 50% of Broadcom's semiconductor revenue, transforming its growth profile and making Networking and custom ASICs the core of its business. Broadcom's Ethernet networking chips and ...
Broadcom is set to lead AI server compute ASIC design with 60% share by 2027 as hyperscalers scale TPUs/Trainium/Maia.
Google's expanding Tensor Processing Unit (TPU) strategy is emerging as a serious challenge to Nvidia's long-running dominance in AI accelerators, particularly after a report from The Information ...
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