Berkshire Hathaway tripled its stake in Alphabet, a company whose AI chips threaten to take market share from Nvidia GPUs.

By Liam Mo and Fanny Potkin BEIJING/PARIS, May 28 (Reuters) - Chinese technology giant ByteDance is developing its own ...

Broadcom is a rising competitor in the artificial intelligence (AI) chips space, and management has already told investors ...

Custom AI chips are outpacing Nvidia GPU shipment growth in 2026 for the first time, with TrendForce projecting 44.6% ASIC ...

Marvell Technology forecast quarterly revenue above estimates on Wednesday, signaling strong demand for its networking and custom silicon chips used in ​the AI data center buildout. Shares of the ...

Przemysław “Psyho” Dębiak, a 42-year-old programmer from Gdynia, Poland, made history by defeating OpenAI’s custom AI model at the AtCoder World Tour Finals (AWTF) 2025 "Humans vs AI" contest in Tokyo ...

ByteDance is building custom CPUs and AI inference chips with a 1,000-engineer team, exploring Arm and RISC-V architectures ...

Broadcom's nearly $2 trillion valuation is built on a dangerous misconception. While the market prices the company like a ...

April 14 (Reuters) - Meta will work with chip ⁠designer ⁠Broadcom to produce several generations ⁠of custom artificial intelligence processors under an expanded deal as the social media giant races to ...

Broadcom (AVGO) is the company building custom AI chips for Google, Anthropic, OpenAI and Meta. With $100 billion in AI chip ...

Mistral AI secures $830M in debt financing to build a 44 MW data center near Paris with 13,800 Nvidia GPUs, explores custom ...

The shift toward custom processors in AI hardware is opening the door for these stocks to challenge Nvidia's dominance.