The leading AI labs face a severe compute shortage, and custom silicon could help solve it.

Amazon hardware chief Panos Panay says the company is designing custom chips for key devices as it experiments with AI gadgets.

Jalapeño marks OpenAI’s move into custom chips, while Broadcom strengthens its role as AI’s infrastructure provider.

Back in April, Reuters reported that Anthropic was toying with the idea of producing its own AI chips as a means of ...

The AI race is heating up as tech giants like OpenAI, Google, Amazon, and Microsoft design their own chips to optimize AI operations. This strategic move aims to cut soaring deployment costs and gain ...

While Amazon is clearly building out its chip business, there's still work to be done before it scales up chip sales in data centers beyond its own. Amazon AI chief Peter DeSantis told Bloomberg that ...

Broadcom's hyperscale customers should ramp up their chip purchases as the AI market expands. By installing more of those custom ASICs, they can reduce their infrastructure costs and curb their ...

Custom silicon allows for hardware optimisation tailored to specific architectures, such as the DeepSeek-R1 model Chinese AI ...

Broadcom and Marvell are both riding the custom AI chip boom, but one offers faster growth while the other may be the better ...