If money were not a factor, a Google software engineer says custom chips, like those from Broadcom , would always be his ...

The Maia 200 deployment demonstrates that custom silicon has matured from experimental capability to production ...

Going into 2026, investors should remain focused on the pick-and-shovel side of AI by betting on the hardware companies that make the technology possible. Let's discuss why Micron Technology ( MU 4.80 ...

Jensen Huang has built a $4.6 trillion empire selling the picks and shovels of the AI revolution. But while he preaches ...

So while all three companies are trying to increase their penetration of the data center market, we shouldn't assume Nvidia ...

Microsoft’s Maia 200 AI chip highlights a growing shift towards a model of vertical integration where one company designs and ...

Tesla's latest earnings showed softer vehicle demand but improving margins, while management and analysts focused on the ...

JPMorgan analyst says Broadcom's lead in AI chips will boost its ASIC outlook. Google is the main driver. Price target: $475.