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Tag: custom

Qualcomm stock surges on deal to build custom AI chips for Amazon
Amazon Web Services

Qualcomm stock surges on deal to build custom AI chips for Amazon

vm_adminSeptember 8, 2026

The partnership focuses on inference workloads and spans multiple generations of customized silicon for AWS infrastructure https://qz.com/qualcomm-amazon-custom-ai-chips-data-center-090826

Perplexity builds custom serving infrastructure to make AI search faster and cheaper
AI

Perplexity builds custom serving infrastructure to make AI search faster and cheaper

vm_adminSeptember 8, 2026

By Editorial Team Publication Date: 2026-09-04 21:22:00 Running an AI search engine that fields roughly 400 million queries a month…

Microsoft's Project Zenith is a custom Windows 11 for AI developers, available first on Ryzen AI Halo systems
Microsoft

Microsoft's Project Zenith is a custom Windows 11 for AI developers, available first on Ryzen AI Halo systems

vm_adminSeptember 8, 2026

By Kosta Andreadis Publication Date: 2026-09-08 07:29:00 Microsoft’s Project Zenith is a custom Windows 11 build for AI developers, designed…

Cisco Deploys Custom AI Agent to Entire 90,000-Person Workforce | PYMNTS.com
Cisco

Cisco Deploys Custom AI Agent to Entire 90,000-Person Workforce | PYMNTS.com

vm_adminAugust 28, 2026

By PYMNTS Publication Date: 2026-08-27 23:20:00 Cisco is rolling out its artificial intelligence (AI) agent, MyAgent, to 90,000 employees, Thimaya…

Amazon’s B Custom Chip Run Rate: Is Nvidia in Trouble? – MarketWise
Amazon Web Services

Amazon’s $25B Custom Chip Run Rate: Is Nvidia in Trouble? – MarketWise

vm_adminAugust 27, 2026

Listen to the audio version of this article (generated by AI). Key Points Amazon’s custom-chip business has surpassed a $25…

Nvidia custom ‘NVHBM’ promises 30% higher bandwidth, 15% lower power than commodity HBM4e — custom base die and PHY will be available to NVLink Fusion partners
Nvidia

Nvidia custom ‘NVHBM’ promises 30% higher bandwidth, 15% lower power than commodity HBM4e — custom base die and PHY will be available to NVLink Fusion partners

vm_adminAugust 27, 2026

By Jeffrey Kampman Publication Date: 2026-08-26 22:45:00 Nvidia’s NVLink Fusion program gives the company’s partners the building blocks necessary to…

OpenAI’s Jalapeño AI chip brings new ‘threat’ to Nvidia margins as custom silicon gains ground
Nvidia

OpenAI’s Jalapeño AI chip brings new ‘threat’ to Nvidia margins as custom silicon gains ground

vm_adminAugust 26, 2026

By Kai Nicol-Schwarz Publication Date: 2026-08-26 13:27:00 Nvidia‘s near-monopoly over the most advanced AI chips is under “threat” as OpenAI’s…

Broadcom Stabilizes as Google Turns Custom Chips Into a Contest
Broadcom

Broadcom Stabilizes as Google Turns Custom Chips Into a Contest

vm_adminAugust 25, 2026

By Khac Phu Nguyen Publication Date: 2026-08-25 18:19:00 This article first appeared on GuruFocus. Broadcom (NASDAQ:AVGO), the semiconductor and infrastructure-software…

OpenAI says its Broadcom custom chip is a winner. What does that mean for Nvidia?
Broadcom

OpenAI says its Broadcom custom chip is a winner. What does that mean for Nvidia?

vm_adminAugust 25, 2026

By Jeff Marks Publication Date: 2026-08-25 19:00:00 Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch —…

AI vendors are turning to custom hardware as Microsoft winds back the clock on Windows
Microsoft

AI vendors are turning to custom hardware as Microsoft winds back the clock on Windows

vm_adminAugust 25, 2026

By Avram Piltch Publication Date: 2026-08-24 10:57:00 KETTLE This week, we learned a lot more about what’s going on inside…

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