When it comes to artificial intelligence (AI) infrastructure, there has been no company as dominant as Nvidia (NASDAQ: NVDA).

TL;DR: Broadcom secured a $10 billion custom ASIC contract from a major non-CSP client, with Apple, xAI, and ByteDance also in line. OpenAI's custom AI chip, produced with Broadcom and TSMC, aims to ...

In early January 2026, Marvell Technology reported strong momentum in its AI-focused custom silicon business, with AI XPU ...

Learn what ASICs are and how hardware companies use them to improve performance and reduce energy consumption.

RBC forecasts AI semis to jump from $220B in 2025 to $550B+ by 2028, highlighting HBM demand, GPU dominance and key stock ...

The most efficient chip in the room wins-and Broadcom is betting its future on that truth. In the high‑stakes race to build AI infrastructure, the company has emerged as a critical supplier of custom ...

Nvidia’s Blackwell systems sales are “off the charts” according to CEO Jensen Huang, but analysts see fast growth for custom AI chips, known as ASICs. These smaller, cheaper, more narrowly focused AI ...

AURORA IIE is powered by Ganzin’s in-house developed ASIC, EPU2, engineered specifically for low-power, high-performance ...

AI now drives over 50% of Broadcom's semiconductor revenue, transforming its growth profile and making Networking and custom ASICs the core of its business. Broadcom's Ethernet networking chips and ...

Broadcom (NASDAQ:AVGO) and OpenAI have launched a multi-year partnership to deploy 10 gigawatts of custom artificial intelligence silicon and rack-level systems, integrating compute ...

Cloud service providers are accelerating in-house ASIC development to gain tighter control over performance and costs. DIGITIMES projects that between 2025 and 2029, the compound annual growth rate ...