If money were not a factor, a Google software engineer says custom chips, like those from Broadcom , would always be his ...

Amazon's cloud unit posted its fastest growth in more than three years, but the company's plan to spend $200 billion on ...

RFID manufacturer Impinj (NASDAQ:PI) met Wall Street’s revenue expectations in Q4 CY2025, with sales up 1.4% year on year to ...

CEO Jensen Huang pushed back against growing market speculation that custom AI chips from cloud providers could overtake ...

Much of Google's AI software doesn't run on industry-standard Nvidia chips, but instead on its own tensor processing units.

Micron and Broadcom offer diversified exposure to the generative AI opportunity.

The Maia 200 deployment demonstrates that custom silicon has matured from experimental capability to production ...

Tesla's latest earnings showed softer vehicle demand but improving margins, while management and analysts focused on the ...

ByteDance is reportedly developing its own AI chip and is in advanced discussions with Samsung Electronics to manufacture the processor.

Amazon's custom silicon business picked up steam in the fourth quarter and hit a milestone. The company said that Trainium ...

This recovery was fueled by renewed investor confidence in AI infrastructure spending, particularly the strong capital expenditure signals ...

ByteDance reportedly develops its own "SeedChip" with Samsung to power AI apps, aiming to reduce reliance on NVIDIA amid U.S.-China trade shifts.