Custom AI chips are coming for Nvidia's crown. Here are 2 companies quietly cashing in.

As the largest cloud companies design more of their own AI chips, two semiconductor specialists are capturing a fast-growing ...

BoolSi raises $6M to compile ordinary code into custom chips

Chip-design startup BoolSi Inc. today announced it has raised $6 million in seed funding to build a compiler that turns ...

Warren Buffett's Successor, Greg Abel, Buys an AI Stock That Poses a Threat to Nvidia

Berkshire Hathaway tripled its stake in Alphabet, a company whose AI chips threaten to take market share from Nvidia GPUs.
CNBC

Marvell pops on report it will help Google with custom AI chips. Broadcom shares sink

Marvell stock popped on Monday following reports that the firm is helping Google with two new AI chips. Top competitor Broadcom fell nearly 2% Monday, although the Google-Broadcom partnership remains ...

What Is Broadcom? The Unknown Company Building the AI Chips Powering Google, Anthropic, OpenAI and Meta

Broadcom (AVGO) is the company building custom AI chips for Google, Anthropic, OpenAI and Meta. With $100 billion in AI chip revenue targeted for 2027 and a $73 billion backlog, here's everything you ...
Forbes

Why Google's Custom AI Chip Strategy Can't Dethrone Nvidia

This voice experience is generated by AI. Learn more. This voice experience is generated by AI. Learn more. INDIA - 2025/07/29: In this photo illustration, the Nvidia logo is seen displayed on a ...

OpenAI's custom chips lead Clive Chan leaves, joins Anthropic; says in announcement post: I have not been able to...

OpenAI's custom chip program lead, Clive Chan, has joined rival Anthropic, a significant blow to OpenAI's hardware ambitions ...