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Taiwan Semiconductor Manufacturing Co. hit a trillion dollar valuation for the first time in Taipei last week, vaulting it ...
Broadcom is in a strong position in the growing AI chip market, driven by scalable solutions like Tomahawk Ultra. Read more ...
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Key Points Nvidia is the dominant player in AI infrastructure, but its size could limit some of its upside.AMD and Broadcom, meanwhile, have huge opportunities.Given their smaller sizes, the stocks ...
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White House AI czar says resuming Nvidia's chip sales to China is all about capping Huawei's growth
David Sacks said this would "deprive Huawei of basically having this giant market share in China." ...
Global AI server shipments are projected to rise 24.3% in 2025, slightly below forecasts due to U.S. export restrictions and ...
So, Broadcom's AI revenue is on track to nearly triple in just one year, and given its massive opportunity in the custom AI chip market, it is only at the beginning of a terrific growth curve in ...
Nvidia's AI chip demand still booming but slowing sales growth worries investors. Nvidia NVDA.O forecast its slowest revenue growth in seven quarters on Wednesday, with the artificial intelligence ...
Broadcom's Q4 FY2024 earnings report shows strong revenue growth, driven by custom AI chip demand, pushing its market cap past $1 trillion. Read more here.
SiMa.ai, a startup developing an embedded edge chip to accelerate AI workloads, has raised $30 million in an expanded venture funding round.
Keysight Technologies expects AI and 6G networks to fuel structural growth in the semiconductor verification market that will ...
The chip designer Nvidia is now worth more than Amazon, Meta and Alphabet. New Yorker contributor Stephen Witt talks about how Nvidia cornered the market for the chips fueling artificial intelligence.
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