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

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

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

Jensen Huang has built a $4.6 trillion empire selling the picks and shovels of the AI revolution. But while he preaches ...

It's not too late to find opportunities in the AI megatrend.

So while all three companies are trying to increase their penetration of the data center market, we shouldn't assume Nvidia ...

Microsoft’s Maia 200 AI chip highlights a growing shift towards a model of vertical integration where one company designs and ...

Microsoft launches Maia 200 AI chip on TSMC 3nm for Azure, delivering 10+ petaFLOPS to reduce costs and Nvidia reliance in ...

JPMorgan analyst says Broadcom's lead in AI chips will boost its ASIC outlook. Google is the main driver. Price target: $475.

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