#Custom Silicon

Broadcom AI chip forecast fiscal 2027 2028 doubles

Broadcom guided AI chip revenue to double in fiscal 2027 and again in 2028, but shares fell 6% on concentration and competition fears.

NVIDIA NVLink Fusion Accelerates Custom AI Chip Integration

Marvell & Google Deepen AI Chip Partnership

Marvell Technology and Google are expanding their chip development partnership, with Google gaining rights to buy up to $12B in Marvell stock, focusing on AI accelerators.

OpenAI's Custom AI Chip with Broadcom

OpenAI unveils its first custom AI chip, 'Jalapeno', co-developed with Broadcom, aiming for 50% cost savings and enhanced AI inference performance.

Arm's AI Chip Ambitions Take Center Stage

CNBC gets an inside look at Arm's new AI chip, the Neoverse V2, and its potential to disrupt the data center market, with Meta as a key partner.

Google TPU Ironwood: Inference Powerhouse Arrives

Azure Cobalt 200 AI: Microsoft's Arm-Powered Cloud Leap

Google's Ironwood Chip Reshapes the AI Hardware Battle

Google's Ironwood Chip: A Full-Stack Gambit in the AI Arms Race

Amazon's AI Vision Captivates Investors Amidst Hyperscaler Spending Spree