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 ...

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 ...

Zhipu AI, the Chinese AI lab behind the highly regarded GLM series of open-source AI models, is weighing designing its own AI ...

OpenAI and Anthropic plan to develop custom AI chips, boosting confidence in Anthropic's valuation hitting $1.25 trillion by ...

Quick ReadGOOG trades at 25x forward earnings versus AVGO's 60x trailing P/E, even as Google Cloud revenue surged 63% YoY to ...

Amazon (AMZN) is building custom AZ3 chips for Echo and Fire TV to run AI on-device for better security and performance.

The news comes about a week after OpenAI announced its own custom AI chip in a partnership with Broadcom.