#custom-silicon

4 briefings

Nvidia's Best Customers Are Now Building Their Own AI Chips

Aug 26, 2026, 12:35 PM

Anthropic Poaches a Google Chip Veteran — and Signals It Wants Its Own Silicon

Aug 22, 2026, 2:08 PM

Broadcom Quietly Beats Nvidia at Its Own Game, Up 36% in Six Months

Aug 9, 2026, 8:59 PM

Broadcom's AI Chip Bookings Hit $30 Billion — Now Comes the Hard Part

Aug 9, 2026, 7:18 AM