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

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

Nvidia still reigns, but a structural shift toward custom silicon is creating a new hierarchy of winners and laggards, and ...

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 ...

Broadcom is projected to dominate the custom AI chip market as hyperscalers expand internal AI chip programs. Microsoft, ...

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

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

Przemysław “Psyho” Dębiak, a 42-year-old programmer from Gdynia, Poland, made history by defeating OpenAI’s custom AI model at the AtCoder World Tour Finals (AWTF) 2025 "Humans vs AI" contest in Tokyo ...

Amazon's cloud unit posted its fastest growth in more than three years, but the company's plan to spend $200 billion on infrastructure in 2026 sent shares tumbling 10% after hours.

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