#custom-silicon
#custom-silicon
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#ai-chips #broadcom #ai-infrastructure #openai #marvell-technology-earnings #data-center-infrastructure #nvidia
Tech industry
from24/7 Wall St.
1 week agoIs Marvell Finally Closing the Gap on Broadcom? Cramer Thinks So
Broadcom significantly outperformed Marvell in the AI chip era despite both benefiting from the same custom silicon tailwind, though Marvell's recent strong quarters and positive guidance suggest the performance gap may be narrowing.
Venture
fromInfoQ
1 week agoOpenAI Secures AWS Distribution for Frontier Platform in $110B Multi-Cloud Deal
OpenAI secured $110 billion in funding with Amazon investing $50 billion as exclusive distributor for Frontier, splitting cloud strategy between Azure for stateless APIs and AWS for stateful runtime environments.
fromenglish.elpais.com
1 month agoGoogle, Amazon, OpenAI and the race to find alternatives to Nvidia
And now, Nvidia is the largest suppler by a long shot of chips for artificial intelligence. Its GPUs have proven to be the best option for training and running AI models. Developers from OpenAI to Google, Anthropic, Meta and Amazon, along with a host of specialized startups, are fighting to get their hands on Nvidia chips. That high demand has made the manufacturer the most valuable company in the world.
Artificial intelligence
Artificial intelligence
fromTechCrunch
1 month agoMicrosoft announces powerful new chip for AI inference | TechCrunch
Maia 200 is a high-performance Microsoft-designed AI inference chip offering over 100 billion transistors and higher petaflop throughput to reduce inference costs and NVIDIA dependence.
Artificial intelligence
fromFortune
2 months agoAmazon CEO Andy Jassy announces departure of AI exec Rohit Prasad in leadership shakeup | Fortune
Rohit Prasad will depart Amazon at year-end; Peter DeSantis will lead AI models, custom chips, and quantum computing; Pieter Abbeel will head frontier model research.
Artificial intelligence
fromFortune
3 months agoRivian CEO says the EV maker's new large driving model will one day allow for fully autonomous driving-and maybe a spot in the robotaxi race | Fortune
Rivian is developing in-house custom silicon and integrating lidar to advance toward Level 4 autonomy with third‑gen autonomy hardware slated for R2 models in 2026.
Artificial intelligence
fromBusiness Insider
3 months agoI asked 2 Rivian execs why an adventure-brand EV needs AI and self-driving. To them, they're logical next steps.
Rivian is combining adventure-focused off-roading with a software-first, fully autonomous AI platform powered by its own custom silicon.
fromTalkMarkets
6 months agoMeta Just Committed $600 Billion - And Wall Street Isn't Paying Attention (Yet)
Meta (Nasdaq: META) just unveiled one of the most ambitious investment plans in tech history - yet Wall Street seems more focused on TikTok trends than trillion dollar infrastructure. At a recent White House round table, Mark Zuckerberg revealed Meta is planning to spend at least $600 billion through 2028 on U.S. data centers, AI infrastructure, and next-gen platforms. That's not a typo - six hundred billion.
Artificial intelligence
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