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Anthropic-Microsoft deal could broaden ASIC demand across cloud supply chains

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digitimes.com 2026-05-25

Anthropic has reportedly approached Microsoft about renting AI computing power running on Microsoft's in-house chips to expand support for its Claude model business. The move is a positive sign for Microsoft and could generate momentum for the mass production of its recently unveiled Maia 200 chip, while ASIC players such as Global Unichip and Ethernet chip suppliers Marvell Technology and Broadco

Goldman Sachs NVIDIA Earnings Commentary: The AI Computing Capital Expenditure Wave Has Not Yet Peaked - Moomoo

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www.moomoo.com 2026-05-21 Moomoo

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Dell, Nvidia CEOs discuss shift to personal AI computing at industry event - Investing.com

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www.investing.com 2026-05-19 Investing.com

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Cerebras Isn't Just Challenging Nvidia — It's Challenging How AI Computing Works - Benzinga

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www.benzinga.com 2026-05-15 Benzinga

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