#custom-chips
#custom-chips

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Google Cloud deepens AI infrastructure partnership with Intel across Xeon and custom chips

Google Cloud and Intel are enhancing their AI infrastructure partnership, focusing on CPU deployment and custom chip co-development.

Venture

fromTNW | Amazon

5 days ago

Amazon's chip business could be worth $50 billion, Jassy says, and he hints it may sell them externally

Amazon's custom chip business generates over $20 billion annually, with plans to sell directly to third parties and a $200 billion capital expenditure for 2026.

Tech industry

from24/7 Wall St.

1 month ago

Marvell CEO: "Demand for Our Products Continuing to Accelerate" as Data Center Revenue Hits $1.5B

Custom AI chip makers Broadcom and Marvell are experiencing explosive growth as inference demand scales, with both companies significantly outperforming expectations and reshaping their business valuations.

Artificial intelligence

fromBusiness Insider

4 months ago

5 reasons Google has never looked stronger

Gemini 3, custom chips, an antitrust win, and Warren Buffett's backing have driven Google's major corporate turnaround and soaring stock performance.

Artificial intelligence

fromFortune

6 months ago

OpenAI-Broadcom agreement sends shares of chipmaker soaring | Fortune

OpenAI will buy and co-develop custom Broadcom chips and networking gear to deploy 10 GW of AI data-center capacity beginning in late 2026.