The company will start selling its Trainium3 processors as AI companies are looking to diversify their supply of data-center ...
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Broadcom earnings control Nvidia’s week as custom chip rivalry forces stock price fight
Nvidia ($NVDA) stock could have its entire week shaped by the earnings report coming from rival chipmaker Broadcom ($AVGO) on ...
While I think Nvidia will remain the AI chip leader, I think Broadcom is the better stock to own in 2026. Its revenue base is ...
Microsoft is in talks to design future custom chips with Broadcom, which would involve Microsoft switching its business from Marvell, another maker of custom chips, according to one person involved in ...
Amazon ( AMZN) released a new AI chip on Tuesday, marking the latest move by a tech giant to challenge leading chipmaker ...
Microsoft wants to switch custom AI chips business from Marvell to Broadcom. JPMorgan analysts still recommend sticking with ...
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