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OpenAI will start using AMD chips and could make its own AI hardware in 2026

OpenAI is developing custom silicon with Broadcom, targeting 2026 for production, and integrating AMD chips into Azure for current needs.

Broadcom CEO Hock Tan predicts million-accelerator AI rigs

Broadcom anticipates a significant investment from hyperscalar customers in AI clusters over the next three to five years, increasing in computing requirements.
The design of AI systems that bypass existing bottlenecks presents a key opportunity for Broadcom in the semiconductor market.

AI Data Needs Lead Broadcom to Push DSP Speeds

Broadcom's Sian line of digital signal processors is expanding to meet data demands from artificial intelligence, achieving high performance with low latency and power usage.

Broadcom Soared 37% So Far This Year and Here Is Where It's Going

Broadcom is emerging as a key player in AI amidst a correction in tech stocks, with strong revenue growth and strategic partnerships.
Analysts expect a tech rebound later this year despite the current software lag, signaling potential investment opportunities.

Will Broadcom Be the Next AI Stock To Split Again?

Broadcom stock has tripled in value, reflecting its potential in the semiconductor market despite unlikely future stock splits.

More than half of VMware customers looking for alternatives

More than half of VMware customers are contemplating leaving under Broadcom's leadership due to price hikes and service dissatisfaction.

OpenAI will start using AMD chips and could make its own AI hardware in 2026

OpenAI is developing custom silicon with Broadcom, targeting 2026 for production, and integrating AMD chips into Azure for current needs.

Broadcom CEO Hock Tan predicts million-accelerator AI rigs

Broadcom anticipates a significant investment from hyperscalar customers in AI clusters over the next three to five years, increasing in computing requirements.
The design of AI systems that bypass existing bottlenecks presents a key opportunity for Broadcom in the semiconductor market.

AI Data Needs Lead Broadcom to Push DSP Speeds

Broadcom's Sian line of digital signal processors is expanding to meet data demands from artificial intelligence, achieving high performance with low latency and power usage.

Broadcom Soared 37% So Far This Year and Here Is Where It's Going

Broadcom is emerging as a key player in AI amidst a correction in tech stocks, with strong revenue growth and strategic partnerships.
Analysts expect a tech rebound later this year despite the current software lag, signaling potential investment opportunities.

Will Broadcom Be the Next AI Stock To Split Again?

Broadcom stock has tripled in value, reflecting its potential in the semiconductor market despite unlikely future stock splits.

More than half of VMware customers looking for alternatives

More than half of VMware customers are contemplating leaving under Broadcom's leadership due to price hikes and service dissatisfaction.
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Broadcom CEO tells VMWare workers to 'get butt back to office' after completing a $69 billion merger of the two companies

Broadcom CEO Hock Tan orders newly acquired employees to work in the office if they live within 50 miles.
There has been a debate between the benefits of in-person work and remote work, with some companies remaining committed to remote work.

Broadcom bakes an NPU into its switches to combat congestion

Broadcom has developed a switch silicon with a built-in neural networking engine called NetGNT, designed to combat network congestion without compromising latency or throughput.
The Trident 5-X12 chip, which features NetGNT, can be trained to identify various traffic patterns and is particularly effective at addressing congestion associated with AI workloads.
The chip is capable of pushing around 16 Tbps of bandwidth and is expected to be deployed in AI compute clusters to alleviate networking bottlenecks.
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