Broadcom's custom silicon market opportunity in AI XPUs appears promising. But read why investors may want to exercise some ...
Nvidia’s “king of AI” stature is allegedly under threat as its top customers turn to Broadcom to build custom chips and ...
Broadcom has reached a historic milestone, surpassing a US$1 trillion market valuation amid the rapid growth of the ...
The demand for the chips required for training and deploying artificial intelligence (AI) models and applications in data centers increased at a remarkable pace in the past couple of years. Nvidia ...
SK hynix rumored to deliver huge HBM memory order to Broadcom in 2025: which is building new AI chips for Google, Meta, and ...
Cramer also touched on the current market environment, noting that we’re nearing the beginning of a rate-cutting cycle. While ...
Broadcom's valuation is still reasonable, making it a compelling stock to buy heading into 2025 and hold at least through the ...
Alphawave Semi is positioned to pioneer this effort with an HBM4 memory controller portfolio and recently announced 3nm, 24 Gbps die-to-die UCIe IP subsystem delivering 1.6 TB/s of bandwidth. In ...
The UALink Consortium aims to standardize advanced interconnect solutions for large numbers of AI accelerators, initially ...
Marvell Technology has pioneered a new custom HBM compute architecture that enables XPUs to achieve greater compute and ...
The UALink Consortium aims to standardize advanced interconnect solutions for large numbers of AI accelerators, initially targeting scale-up to 1,024 devices. Building on this vision, Lightmatter will ...
Also read: A warning to Nvidia and AMD: GPUs may not hold the AI crown forever.