Marvell Technology has shot up impressively in 2026, and the growing demand for its custom processors and networking chips ...
The leading AI labs face a severe compute shortage, and custom silicon could help solve it.
Broadcom and Marvell are both riding the custom AI chip boom, but one offers faster growth while the other may be the better ...
Artificial intelligence chiplet startup TYLsemi Inc. revealed itself to the world today, announcing it has raised $43 million ...
Named Jalapeño, the new processor was designed specifically for the unique needs of OpenAI's inference systems.
Broadcom just posted 143% AI revenue growth, yet its stock shed a quarter of its value in a single month while a founder ...
Wall Street's biggest banks are split on two AI chip stocks. Here's why they're backing Marvell Technology while remaining ...
OpenAI and Anthropic plan to develop custom AI chips, boosting confidence in Anthropic's valuation hitting $1.25 trillion by ...
The launch of Google's Gemini 3 has the entire investing world rethinking the artificial intelligence landscape. The new reasoning model not only leapfrogged the latest from ChatGPT juggernaut OpenAI, ...
The news comes about a week after OpenAI announced its own custom AI chip in a partnership with Broadcom.
Jalapeño marks OpenAI’s move into custom chips, while Broadcom strengthens its role as AI’s infrastructure provider.
Three things happened to OpenAI last week. The company went from being a model lab to something closer to a vertically integrated empire that wants to design its own silicon, own a chunk of the ...
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