Broadcom (AVGO) is still considered the “best-in-class” in the custom application specific integrated circuit market, but Marvell (MRVL), Arm (ARM), and perhaps surprisingly, Qualcomm (QCOM), are ...
Custom AI chips are proliferating in cloud data centers.
Evercore said its AI channel checks related to Networking and Optics are positive for Nvidia (NVDA), Broadcom (AVGO), Astera Labs (ALAB), Marvell Technology (MRVL), and Macom Technology Solutions ...
One only need look at the incredible revenues and profits of the datacenter business at Nvidia to know that the world’s biggest compute customers – the hyperscalers, the cloud builders, and now the ...
Nvidia closed the week at $182.81, down 1.4% from the prior week’s close. Three distinct storylines emerged that matter far ...
Investors have been skeptical about Amazon's artificial-intelligence Trainium chips, according to Bank of America analyst Justin Post, and more information could be on the way when the company hosts ...
Amazon is seeing "very substantial interest" in its Trainium chips, CEO Andy Jassy said on the earnings call, citing their price-performance advantage over rival graphics processing units. Jassy ...
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