As major tech firms accelerate in-house chip development, Broadcom is seeing a surge in demand from clients such as Google and Meta. On its March 4 earnings call, the company projected that AI chip revenue could exceed $100 billion in 2027, according to Reuters. Broadcom typically partners with c...

As Google intensifies its push for Tensor Processing Units (TPUs), aiming to secure more orders from major tech players, the company’s R&D efforts are clearly bearing fruit. Nikkei reports that the company has sharply increased patent filings for AI data-center semiconductors, with application...

Apple is entering the race to develop in-house AI chips. According to Economic Daily News, citing sources, the company is working with Broadcom to develop its first proprietary AI chip, dubbed “Baltra,” with AI servers deployment expected to begin in 2027. The move aims to further advance Apple ...

As a key beneficiary of Google’s TPU boom, U.S. chipmaker Broadcom’s ASIC business is drawing heightened attention. On its latest earnings call, despite Broadcom usually keeps its major clients under wraps, CEO Hock Tan revealed that the company’s $10 billion custom-chip megadeal came from AI ...

In a rapid series of announcements over the past month, OpenAI has unveiled three landmark hardware partnerships that together amount to a staggering 26 gigawatts (GW) of AI compute capacity. The company has struck deals to: Co-develop 10 GW of custom AI accelerators with Broadcom Invest up ...