Tag: custom silicon

Market News

Microsoft Maia Chips Shift AI Strategy Away From Nvidia

Microsoft just revealed it will mainly use its own Maia chips for AI inference starting with the next generation. This...

12/10/2026

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Growth Picks

Marvell Stock Outlook After A Bullish Upgrade

Marvell stock is already up massively this year, yet a fresh bullish call just landed. The long-range revenue math looks...

07/10/2026

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Growth Picks

Why Nvidia And Broadcom Still Look Cheap In AI

Nvidia and Broadcom now trade closer to ordinary market multiples, yet the supply story still looks tight. The valuation reset...

23/09/2026

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Market News

Broadcom AI Revenue Outlook Why A Hold Still Works

Broadcom posted a clean beat and then floated an AI revenue path that stretches toward the next decade. The stock...

03/09/2026

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Market News

Nvidia AI Chip Boom Fuels Gold Rush While Rivals Build Custom Silicon

Nvidia keeps crushing AI chip sales like never before, yet OpenAI just dropped its own high-efficiency silicon that challenges the...

27/08/2026

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Market News

OpenAI Jalapeño Chip Challenges Nvidia Inference Dominance

OpenAI just unveiled its first custom AI chip and early tests claim it outperforms Nvidia on efficiency for everyday AI...

26/08/2026

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Market News

Broadcom Stock Outlook After Marvell Google ChipWriting the article about Broadcom Deal

Broadcom shares dropped after news that a rival locked in a major deal with its biggest custom chip customer. The...

19/08/2026

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Market News

Marvell Surges On Google AI Chip Share Deal Worth Billions

Marvell shares jumped hard after Google locked in a path to buy up to $12.2 billion worth of stock. The...

19/08/2026

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Market News

Marvell Google AI Chip Deal Shares Surge On Warrant Agreement

Marvell just locked in a massive multi-year Google AI silicon pact with equity warrants attached. Shares spiked hard, yet the...

19/08/2026

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Market News

Broadcom Defies Competition Worries With Strong AI Position

Investors are getting nervous about rising competition for Broadcom in the AI space, but major analysts say the fears are...

14/07/2026

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