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Broadcom and Marvell Technology are competing for major enterprise contracts in the custom AI chip market, as cloud hyperscalers seek alternatives to traditional GPUs.
Taiwan Semiconductor Manufacturing Co. has announced an additional $100 billion investment in its Arizona production facilities during its second-quarter earnings report, bringing its total planned commitment in the state to $265 billion amid rising AI hardware demand.
Berkshire Hathaway's latest holdings reveal that 72% of its equity portfolio is concentrated in just five stocks, with Alphabet standing out due to massive cloud expansion and strong free cash flow generation.
Samsung has raised prices for its advanced contract semiconductor manufacturing by up to 15 percent as high demand for AI chips strains global foundry capacity and fills lines at rival TSMC.
Marvell Technology shares jumped 8% following a securities filing detailing an expanded custom chip deal with Google that includes up to $12.2 billion in equity purchase warrants tied to procurement milestones through fiscal 2033.
Artificial intelligence hardware startup Etched has raised $700 million in a new funding round led by quantitative trading firm Jane Street, boosting the company's valuation to $21 billion.
SK Hynix has authorized $38 billion in spending for two new semiconductor plants in South Korea, though commercial production at the facilities remains years away.
Ukrainian military intelligence has discovered an Nvidia Jetson Orin AI edge computing module inside the debris of a Russian S-71 Monochrome cruise missile, revealing how commercial U.S. technology continues to bypass sanctions through secondary market channels.
Google faces a complex landscape, balancing the significant expansion of its cloud division with the departure of key AI talent to other leading research labs and startups.
The San Francisco startup is building real-time fluid sensors for computing systems that increasingly depend on liquid rather than air to control heat.
The semiconductor startup reached a $2 billion valuation and $500 million in total funding as it develops alternatives for connecting AI data centers.
The AI chipmaker nearly doubled its offering price as investors sought another route into compute infrastructure.
The company is assembling distributed GPU capacity into a platform that lets developers choose models, hardware and deployment locations.
The semiconductor startup is moving its co-packaged optics technology toward volume production as data centers demand faster, more efficient connections.
