Nvidia sales are 'off the charts,' but Google, Amazon and others now make their own custom AI chips

Nvidia is king in AI chips, but custom ASICs are gaining ground with Google, Amazon, Meta, Microsoft and OpenAI now making their own.

Google is relying on its own chips for its AI system Gemini. Here’s why that’s a seismic change for the industry

This hardware sat quietly in the background while most of the attention was focused on algorithms and data. Google’s decision ...

Marvell stock: does the Microsoft news warrant trimming exposure?

Microsoft wants to switch custom AI chips business from Marvell to Broadcom. JPMorgan analysts still recommend sticking with ...