Broadcom could be a better play on the AI inference market than Nvidia.

Speaking on Nvidia's fiscal second-quarter earnings call, Huang dismissed concerns that hyperscalers' investments in application-specific integrated circuits could erode Nvidia's lead in AI compute.

The next phase of artificial intelligence (AI) investing may belong not to the GPU makers, but to Broadcom and Marvell -- the ...

Google will pay SpaceX $920 million per month to access capacity to GPUs -- and that's great news for Nvidia.

China’s tech giants are pursuing ASICs, a type of custom chip, over generic GPUs dominated by American giants like Nvidia.

Google's expanding Tensor Processing Unit (TPU) strategy is emerging as a serious challenge to Nvidia's long-running dominance in AI accelerators, particularly after a report from The Information ...

While few dispute the incredible performance of Nvidia AI platforms, many complain that it is a closed system. You can’t replace the Arm CPUs with, say, a CPU from a RISC-V , or take advantage of a ...

As Nvidia tightens its near-monopoly grip on the AI GPU market, tech giants and chipmakers are accelerating efforts to develop and mass-produce ASICs, signaling a brewing showdown between Nvidia's GPU ...

(RTTNews) - Nvidia (NVDA) CEO Jensen Huang Monday announced several new initiatives on Monday aimed at reinforcing the company's leadership in AI and computing. The highlight was the introduction of ...

On Wednesday, OpenAI took its biggest step yet towards full technological independence with the unveiling of a new AI chip, ...

Marvell and Broadcom are among the chipmakers that will power the artificial intelligence revolution's next phase.

Nvidia is rated overweight with a $305 price target, offering 50%+ upside, 15x forward P/E deeply discounts growth durability ...