Broadcom is partnering with AI hyperscalers to design its custom chips. The rise in custom chip sales could cause Broadcom's ...

Nvidia is still the market leader by far.

Nvidia (NVDA) built a near-monopoly on AI compute. For the past three years, every major AI company — Alphabet (GOOGL), Meta (META), Amazon (AMZN), Microsoft (MSFT) — has relied on its GPUs to train ...

Last month, shares of the custom AI chipmaker got a boost from a Nvidia partnership and investment, a potential collaboration ...

Anthropic is reportedly in early discussions with UK-based semiconductor startup Fractile to secure a future supply of specialized AI ...

Amazon hits a record high after its new Meta deal highlights how AWS is gaining traction in AI through both cloud capacity and its custom chips.