Tag: AI Chips

Rumors are swirling in Silicon Valley, with Broadcom's shares taking a tumble amidst speculation that Google might ditch them as a chip supplier. This excerpt explores the potential reasons behind Google's possible move towards custom silicon, the financial implications for Broadcom, and the broader trend of Big Tech seeking greater control over their chip supply chain in the age of AI. Is this the future of AI chip design?

Google is reportedly partnering with MediaTek for its next generation of AI chips, potentially impacting future Pixel devices. This partnership could lead to better performance and more ambitious AI features. The article also delves into the frustrations of website access issues and the limitations of AI in content retrieval, particularly with paywalled news sources like Reuters.

After a meteoric rise, Nvidia stock has retreated, leaving investors wondering: will it drop further in 2025? This article examines the factors driving the pullback, including increasing competition, supply chain challenges, and valuation concerns. It also assesses the bull case, analyst consensus, and investment strategies for navigating the uncertainty around this AI powerhouse. While near-term volatility is likely, the long-term thesis remains compelling for investors with appropriate risk tolerance.

Meta is testing "Artemis," its in-house AI chip, signaling a major power shift in the AI hardware landscape. This move aims to reduce dependence on NVIDIA and could reshape the entire AI chip market by saving billions and increasing AI capabilities. Will this strategic gambit pay off in the long run?

Chinese firms are reportedly finding ways to snag NVIDIA's coveted Blackwell chips despite US sanctions, raising questions about the effectiveness of the chip ban. Discover how China is leveraging neighboring countries to bypass restrictions and what this means for the future of the global tech race and US efforts to maintain technological dominance.

The AI gold rush is here, and semiconductors are the picks and shovels. This article dives into two key players, AMD and Broadcom, offering distinct paths to profit from this booming market. Discover whether AMD's aggressive growth or Broadcom's steady dividends better fit your AI investment strategy.