Browsing Tag
custom silicon
5 posts
What OpenAI’s Jalapeño chip says about the next phase of AI infrastructure competition
OpenAI’s Jalapeño chip gives Broadcom a deeper role in custom AI silicon, inference infrastructure and AVGO’s trillion-dollar growth narrative.
June 24, 2026
Marvell (MRVL) soars 32% to a record after Jensen Huang calls it the next trillion-dollar company
Marvell soared 32% to a record after Nvidia's Jensen Huang called it the next trillion-dollar company, citing AI connectivity. But it's still about 4x from $1T.
June 3, 2026
SEMIFIVE accelerates global AI chip expansion with Japan subsidiary and new design wins
Discover how SEMIFIVE is reshaping global AI chip design with a new Japan base and project wins—find out what’s driving its rapid expansion and investor buzz.
December 12, 2025
What’s powering AWS’s next-gen AI campuses? A look at Trainium, Inferentia, and Amazon’s silicon strategy
AWS is building the future of AI with custom chips like Trainium and Inferentia. Explore how Amazon’s silicon play is reshaping the data center landscape.
June 10, 2025
Alphawave IP Group secures all regulatory clearances for $210m OpenFive acquisition
Alphawave IP Group has secured all regulatory approvals, including CFIUS clearance, for its $210 million acquisition of U.S. silicon solutions firm OpenFive.
August 27, 2022