Nvidia still reigns, but a structural shift toward custom silicon is creating a new hierarchy of winners and laggards, and ...
2don MSN
Forget Intel: This smartphone and auto chip giant is quietly building the better long‑term AI story
Intel was once the leader of America's semiconductor industry but Alphabet's partner Broadcom is looking like the stronger play in the long term.
Broadcom is projected to retain its leadership as an artificial intelligence server compute ASIC design partner with 60% of market share in 2027, according to an analysis by Counterpoint Research. AI ...
CEO Jensen Huang pushed back against growing market speculation that custom AI chips from cloud providers could overtake Nvidia's GPUs, calling the idea fundamentally flawed. Nvidia CEO Rejects ASIC ...
NEW YORK, Jan. 20, 2026 (GLOBE NEWSWIRE) -- Dr. Zhu Bo, the CEO of AGM Group Holdings Inc. (NASDAQ: AGMH), one of the few publicly-listed companies at US market with both Crypto ASIC chip design ...
NEW YORK, Jan. 14, 2026 (GLOBE NEWSWIRE) -- AGM Group Holdings Inc. (NASDAQ: AGMH), one of the few publicly-listed companies at US market with both Crypto ASIC chip design (“ASIC”) and ...
Broadcom is projected to dominate the custom AI chip market as hyperscalers expand internal AI chip programs. Microsoft, ...
Counterpoint Research says the race to build custom AI silicon is accelerating, with hyperscalers scaling internal chips to ...
Google has confirmed its partnership with OpenAI at its second-quarter earnings call. OpenAI's ChatGPT and API services will adopt Google's cloud platform, with Google data centers in the US, Japan, ...
Some results have been hidden because they may be inaccessible to you
Show inaccessible results