Tag: xpu

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Accelerated Server Sales Are Themselves Accelerating

September 21, 2026

Broadcom Rides Rocketing Trend For Custom AI Accelerators

September 10, 2026

Optics Still Driving Marvell’s AI Business More Than Custom Chips

September 2, 2026

Just How Rosy Are Those AI Infrastructure Spending Forecasts?

July 31, 2026

AI Chip Shepherds Broadcom And Marvell Have Skinned The Golden Fleece

June 9, 2026

Custom Compute Engine Biz Growing More Than Marvell Ever Hoped

March 6, 2026

Broadcom May Become The Biggest Counterbalance To Nvidia

March 5, 2026

Only A Few AI Platforms Can Survive

February 12, 2026

Upscale AI Nabs Cash To Forge “SkyHammer” Scale Up Fabric Switch

January 21, 2026

TSMC Has No Choice But To Trust The Sunny AI Forecasts Of Its Customers

A Tsmc manufacturing plant in Taichung, Taiwan, stands behind greenery in Central Taiwan Science Park ('CTSP)

By Decade’s End, AI Will Drive More Than Half Of All Chip Sales

Everybody But Nvidia And TSMC Has To Make It Up In Volume With AI

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With Celestial AI Buy, Marvell Scales Up The Datacenter And Itself

December 4, 2025

With Trainium4, AWS Will Crank Up Everything But The Clocks

December 3, 2025

Hands adjusting bolts on a red upward arrow graph against a gray background.

More Upward Revisions On AI Infrastructure Spending

November 3, 2025

How Qualcomm Can Compete With Nvidia For Datacenter AI Inference

October 28, 2025

TSMC Is Running Ahead Of Forecasts On AI Growth

October 16, 2025

Dell Says It Can Finally Make Some Big Money On GenAI

October 7, 2025

Micron Humming Along On All Memory Cylinders

September 24, 2025

OpenAI Lays Out The Principles Of Global-Scale Computing

September 11, 2025

Broadcom Lands Shepherding Deal For OpenAI “Titan” XPU

September 5, 2025

Marvell’s Custom XPU Pipeline Is A Declaration Of AI Independence

September 3, 2025

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How Long Before Half Of TSMC’s Sales Are Driven By AI?

July 18, 2025

Even AI Can’t Predict How Much Accelerated Iron The World Will Buy

July 1, 2025

Broadcom At The Crossroads Between Merchant And Custom Silicon

June 9, 2025

Marvell Is Saved By The AI Boom, But Every Deal Is Tough

June 2, 2025

Broadcom And Marvell Ride The Compute Engine Independence Wave

March 8, 2025

Bechtolsheim Outlines Scaling XPU Performance By 100X By 2028

August 26, 2024

Microsoft Stargate: The Next AI Platform Will Be An Entire Cloud Region

April 1, 2024

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How To Build A Better “Blackwell” GPU Than Nvidia Did

March 29, 2024

Intel Pushes Out Hybrid CPU-GPU Compute Beyond 2025

March 6, 2023

Aurora In A Socket: What Intel’s “Falcon Shores” XPU Might Do

February 28, 2022

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