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Nvidia's revenue and profit surged 85% and 210% respectively, making it the top AI chip supplier with a $4.8 trillion market cap, while Broadcom, valued at $1.…
Tech giants like OpenAI, Google, Apple, and SpaceX are creating custom AI chips to reduce reliance on Nvidia, cutting costs and gaining control over performanc…
Cerebras' revenue rose 92% to $191M, but its forecasted 47% gross margin is below Nvidia's 70%+ due to older tech and single packaging. This matters because it…
Anthropic warns U.S. lawmakers that Chinese firms are using AI distillation to bypass export controls, potentially giving them a competitive edge. This could w…
OpenAI and Broadcom unveiled the OAI-B100 chip, cutting LLM inference costs by up to 50% compared to GPUs. This lowers AI adoption barriers for smaller firms, …
Written by John Ballard for The Motley Fool -> The stock fell sharply after Broadcom reported accelerating demand for its AI chips. Management expects AI chi…
What does an AI company do after one of those not-acqui-hire deals? Groq raised money, is leaning into its neocloud business, and is hiring new execs.
Reflection AI will pay $150 million a month beginning July 1, 2026 through 2029 for immediate access to Nvidia's latest GB300 AI chips and supporting hardware …
Written by Rick Orford for The Motley Fool -> Broadcom is benefiting as hyperscalers shift toward custom AI chips and networking solutions. AI semiconductor …
Written by Adria Cimino for The Motley Fool -> Nvidia’s strengths in AI chips have pushed earnings to record-high levels. Various headwinds have limited Nvid…
Written by Leo Sun for The Motley Fool -> Broadcom’s sales of custom AI chips are surging. It still looks cheap relative to its long-term growth potential. …
