Custom AI Chips Are Coming for Nvidia's Crown. Here Are 2 Companies Quietly Cashing In.

As the largest cloud companies design more of their own AI chips, two semiconductor specialists are capturing a fast-growing ...
Morning Overview on MSN

Amazon’s custom AI silicon business just crossed a $20 billion annual run rate — Trainium chips growing nearly 40% in a single quarter

Amazon Web Services quietly passed a milestone in the first quarter of 2026 that would have seemed implausible just two years ...

Warren Buffett's Successor, Greg Abel, Buys an AI Stock That Poses a Threat to Nvidia

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

What Is Broadcom? The Unknown Company Building the AI Chips Powering Google, Anthropic, OpenAI and Meta

Broadcom (AVGO) is the company building custom AI chips for Google, Anthropic, OpenAI and Meta. With $100 billion in AI chip revenue targeted for 2027 and a $73 billion backlog, here's everything you ...
CNBC

Marvell pops on report it will help Google with custom AI chips. Broadcom shares sink

Marvell stock popped on Monday following reports that the firm is helping Google with two new AI chips. Top competitor Broadcom fell nearly 2% Monday, although the Google-Broadcom partnership remains ...