If money were not a factor, a Google software engineer says custom chips, like those from Broadcom , would always be his ...

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

The Maia 200 deployment demonstrates that custom silicon has matured from experimental capability to production ...

Going into 2026, investors should remain focused on the pick-and-shovel side of AI by betting on the hardware companies that make the technology possible. Let's discuss why Micron Technology ( MU 4.80 ...

Jensen Huang has built a $4.6 trillion empire selling the picks and shovels of the AI revolution. But while he preaches ...

Microsoft’s Maia 200 AI chip highlights a growing shift towards a model of vertical integration where one company designs and ...

Microsoft launches Maia 200 AI chip on TSMC 3nm for Azure, delivering 10+ petaFLOPS to reduce costs and Nvidia reliance in ...

JPMorgan analyst says Broadcom's lead in AI chips will boost its ASIC outlook. Google is the main driver. Price target: $475.

In 2026, the focus is shifting from training AI models to running them, which is called ‘inference.’ This change needs ...

Tesla's latest earnings showed softer vehicle demand but improving margins, while management and analysts focused on the ...