Broadcom (NasdaqGS:AVGO) has agreed to supply OpenAI with custom AI accelerator ASICs equivalent to 10 gigawatts of compute ...

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

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 ...

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

TL;DR: Broadcom secured a $10 billion custom ASIC contract from a major non-CSP client, with Apple, xAI, and ByteDance also in line. OpenAI's custom AI chip, produced with Broadcom and TSMC, aims to ...

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

Innovation map of Custom AI Application-Specific Integrated Circuits (ASICs) used by hyperscalers as AI chips. Login or Register You are not logged in. For existing users, please login to learn more ...

ASICs boost performance and reduce energy for specific tasks better than general chips. They vary in design from semi-custom to fully specialized, affecting cost and performance. Tech giants like ...

Marvell's Data Center segment is the primary growth driver, now 73% of revenue, fueled by custom AI ASICs and interconnects, with strong partnerships at AWS and Microsoft. We expect MRVL to achieve ...

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 ...