#custom silicon
6 stories

Microsoft Runs Maia Chips in Production to Cut Nvidia Costs
Microsoft's Maia 200 chip cuts Nvidia's AI costs by 30% in Azure production.
Startup Fortune · 1m

AWS Gifts Billion-Dollar Chip to SAP Salesforce Workday
AWS gives $1 billion chip boost to SAP, Salesforce, Workday.
Cloud Wars · 1m
Broadcom AI Growth Outpaces Stock Price
Broadcom's AI revenue surge could lift shares 19% in next year
24/7 Wall St. · 1m

Amazon teams up with Qualcomm on custom AI chips
Amazon and Qualcomm announce a multi-generational partnership to build customized silicon for AI infrastructure, with up to $60 billion in potential payments.
Cloud Wars · 1m
Three stocks poised to break out before September ends
A chipmaker and two power producers are beating forecasts while trading well below their peaks, creating a rare gap between fundamentals and stock price.
24/7 Wall St. · 2m
3 chip stocks poised for AI boom
Broadcom, Micron, and Marvell raised guidance as hyperscalers accelerate AI infrastructure spending.
Yahoo Finance · 2m