Technology ❯ Artificial Intelligence

Chip Development

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Analysts Split on Marvell as Reports Question AWS Trainium Wins

Stifel contends that multi-year ASIC timelines would push any meaningful revenue effects to FY29 at the earliest.

Microsoft Will Fold OpenAI Chip Designs Into Its Own Silicon Through 2030

TSMC’s 2nm Draws Roughly 15 Design Customers as HPC Leads Early Demand

Musk Says Tesla’s AI5 Clears Design Review, Details Unified Chip Strategy

Trump Predicts Musk’s Return to GOP as Musk Skips White House Tech Event

Broadcom Tops Q2 Forecast as AI Chip Revenue Soars