Much of Google's AI software doesn't run on industry-standard Nvidia chips, but instead on its own tensor processing units. Broadcom helps Google make its TPUs.
Meta commits to millions of Blackwell and Rubin GPUs in a multiyear deal, easing Google TPU fears while Arista Networks drops 3.2% after-hours.
Shares of Cadence Design Systems climbed after the chip design software firm reported results that beat analyst expectations ...
Broadcom Inc. AVGO stock traded higher on Thursday as investors cheered a fresh wave of optimism around AI infrastructure ...
Microsoft’s new Maia 200 inference accelerator chip enters this overheated market with a new chip that aims to cut the price ...
MediaTek Inc. shares notched their best two-day rally on record, as investors flock to the Taiwanese chip designer on excitement over its tie-up with Google. The Taipei-listed stock jumped 8.6% Monday ...
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