#custom-chips

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A chip company you probably never heard of is suddenly worth $1 trillion. Here's why, and what it means for Nvidia.

Broadcom's stock soared due to a 220% increase in custom AI chip revenue, emphasizing its growing importance in technology.

OpenAI reportedly talks custom silicon with Broadcom

OpenAI is seeking to build a custom inferencing chip to reduce operational costs, optimize AI services, and diversify its hardware supply chain.

Meta nixed custom-chip efforts for upcoming AR glasses

Meta's custom chip development for wearables was abandoned due to cost-cutting measures amidst a broader effort to increase efficiency.

Microsoft and Intel strike a custom chip deal that could be worth billions

Intel and Microsoft strike a partnership for custom chips using Intel's 18A process.
Competition in chipmaking intensifies as companies like Intel and TSMC focus on custom designs.

Nvidia to design tailor-made AI chips for cloud computing firms

Nvidia is creating a dedicated unit for designing custom chips for cloud computing companies and other sectors, aiming to tap into the growing market for tailor-made AI chips and protect its dominance.
The demand for custom chips in data centers is projected to reach $10 billion this year and double by 2025, presenting a significant opportunity for Nvidia in this market.
Nvidia's entry into the custom chip market poses a challenge to competitors like Broadcom and Marvell, which currently lead in custom silicon design for data centers.
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