Broadcom Deepens AI Role With OpenAI Deal And Hyperscaler ASIC Focus

Broadcom (NasdaqGS:AVGO) has agreed to supply OpenAI with custom AI accelerator ASICs equivalent to 10 gigawatts of compute capacity over four years. The company is expanding its role as a custom AI ...

Jensen Huang Has No Fear Of Custom Chips From Tech Giants Eclipsing GPUs: 'Doesn't Make Sense'

Nvidia CEO Jensen Huang dismissed claims that cloud providers' custom AI chips could overtake Nvidia's GPUs, arguing that the ...
Hosted on MSN

Broadcom’s Custom AI Chips Could Power a $3 Trillion Surge

The most efficient chip in the room wins-and Broadcom is betting its future on that truth. In the high‑stakes race to build AI infrastructure, the company has emerged as a critical supplier of custom ...
New Electronics

ICsense expands ASIC production capacity with new wafer sort cleanroom

IC sense opens a new Electronic Wafer Sort (EWS) cleanroom to expand its in‑house ASIC production capabilities.
Hosted on MSN

Nvidia sales are 'off the charts,' but Google, Amazon and others now make their own custom AI chips

Nvidia’s Blackwell systems sales are “off the charts” according to CEO Jensen Huang, but analysts see fast growth for custom AI chips, known as ASICs. These smaller, cheaper, more narrowly focused AI ...
Seeking Alpha

Broadcom: How AI Transformed Its Semicon Business

AI now drives over 50% of Broadcom's semiconductor revenue, transforming its growth profile and making Networking and custom ASICs the core of its business. Broadcom's Ethernet networking chips and ...
Benzinga.com

Broadcom's 10GW AI Deal With OpenAI Could Generate Up To $300 Billion Revenue, Analysts Highlight Growth From Custom Silicon And Networking Solutions

Broadcom (NASDAQ:AVGO) and OpenAI have launched a multi-year partnership to deploy 10 gigawatts of custom artificial intelligence silicon and rack-level systems, integrating compute ...