OpenAI’s Jalapeño AI chip brings new ‘threat’ to Nvidia margins as custom silicon gains ground
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…
Tag: custom
Broadcom Stabilizes as Google Turns Custom Chips Into a Contest
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?
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
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…
Broadcom vs. Marvell Technology: 1 Critical Metric Decides the Better Custom AI Chip Stock
By Keithen Drury, The Motley Fool Publication Date: 2026-08-23 17:26:00 Broadcom (NASDAQ: AVGO) and Marvell Technology (NASDAQ: MRVL) are eerily…
Marvell vs. Broadcom: the custom silicon shift
By Celine Provini Publication Date: 2026-08-21 21:37:00 A massive new hardware deal is rewriting the rules for AI silicon suppliers.
Track SageMaker Unified Studio project costs with custom tags and AWS CUR | Amazon Web Services
Organizations running machine learning (ML), analytics, and generative AI workloads on Amazon SageMaker Unified Studio domains and projects face a…
Broadcom Falls 5% as Marvell Lands Google Custom Chip Deal, VMware and Financing Concerns Persist
Quick Read Marvell’s $12 billion Google warrant for custom AI chips threatens Broadcom’s exclusive Google partnership through 2031, sending AVGO…
Broadcom Falls 5% as Marvell Lands Google Custom Chip Deal, VMware and Financing Concerns Persist
© Justin Sullivan / Getty Images News via Getty Images Broadcom (NASDAQ:AVGO | AVGO Price Prediction) shares are down 5%…
Marvell grants Google $12.2 billion stock warrant in custom chip deal
By Reuters Publication Date: 2026-08-19 12:38:00 Marvell Technology has issued Google a warrant to buy a stake worth about $12.18…