Browsing Tag
Broadcom
38 posts
FuriosaAI raises $620m at $2.9bn valuation as RNGD challenges NVIDIA in enterprise AI inference
South Korea's FuriosaAI has closed a $620 million Series D funding round at a $2.9 billion post-money valuation, securing capital to increase production of its RNGD AI inference accelerator and develop a third-generation chip with Broadcom. Deployments involving Samsung SDS, LG Group and Upstage provide an initial commercial foundation, while power efficiency, software compatibility and production scale will determine its ability to compete with established GPU suppliers.
Meta launches $35bn equity offerings within $95bn AI funding plan as cash flow turns negative
Meta Platforms has launched common and mandatory convertible preferred stock offerings as part of a wider financing strategy that could ultimately reach $95 billion. The plan reflects the rising cost of AI infrastructure and increasing pressure on cash flow, but proposed future share sales should not be mistaken for funding already secured.
Broadcom (AVGO) launches Arcot Scam Defense as AI-powered payment fraud challenges bank security
Broadcom has introduced a new fraud detection capability that examines suspicious behaviour even after customers complete payment authentication. Pilot analysis suggests substantial potential fraud reduction, but banks must balance additional security controls against legitimate payment approvals and customer experience.
Applied Materials opens $5bn AI chip research hub. Can it change how semiconductors are made?
Applied Materials has unveiled its EPIC Center in Silicon Valley, bringing leading chipmakers and research institutions into a shared development environment designed to accelerate advanced semiconductor manufacturing.
Arista Networks company profile: How EOS and Ethernet are powering its AI data center expansion
Arista Networks, Inc. has evolved from a high-speed data center switching specialist into a broader networking platform spanning artificial intelligence fabrics, hyperscale cloud infrastructure, campus networks, routing, SD-WAN and network operations software. Its EOS operating system remains the architectural foundation, while 1.6-terabit Ethernet, liquid-cooled optics and AI-scale networking are opening a much larger infrastructure opportunity.
Marvell’s Google AI chip deal could unlock $120bn as Broadcom faces new TPU rival
Marvell’s Google AI chip deal could unlock $120 billion of revenue and a 6% Google stake, reshaping $MRVL while Broadcom’s TPU dominance faces a new test.
Marvell hands Google $12.2bn warrant to close hyperscaler custom silicon sweep
Marvell's $12.2bn Google warrant vests only against $120bn in cumulative custom silicon revenue, six times its current data centre run rate through fiscal 2033.
TSMC Arizona Semiconductor Manufacturing Project: Phoenix chip fabs expand into $265bn AI-era cluster
The TSMC Arizona Semiconductor Manufacturing Project is a Phoenix-based advanced chipmaking cluster operated by TSMC Arizona Corporation, with N4 production already underway, N3 targeted for 2027 and planned investment now rising to $265bn.
Eliyan Series C backs chiplet interconnects for next-generation AI infrastructure
Eliyan’s $145 million Series C gives the Santa Clara startup a $1 billion valuation, as AI data-centre operators confront the growing cost of moving data between chips, memory and optical networks.
GlobalFoundries (GFS) secures $300m US backing for AI silicon photonics push
GlobalFoundries’ $300 million US photonics award targets AI data bottlenecks, but government equity, manufacturing yields and falling $GFS remain key tests.