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2026-06-24
seekingalpha.com
2026-06-24
Seeking Alpha
Broadcom and OpenAI heat up AI chip market with inference processor Jalapeño
Jun 24, 2026, 9:48 AM ETBroadcom Inc. (AVGO) Stock, OPENAI Stock, CLS StockMSFT, AMD, NVDABy: Brandon Evans, SA News Editor
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Broadcom (AVGO) and OpenAI (OPENAI) revealed the fruits of its partnership today with Jalapeño, a new chip designed specifi
2026-06-24
pandaily.com
2026-06-24
Pandaily
AI
Embodied AI Chip Market Heats Up as Multiple Players Race for Dominance
Published:
June 24, 2026
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3 min read
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Embodied AI Chip Market Heats Up as Multiple Players Race for Dominance
Embodied AI Chip Market Heats Up as Multiple Players Race for Dominance
The embodied AI chip market is experiencing an unprecedented surge of com
2026-06-19
zamin.uz
2026-06-19
Zamin.uz
Amazon Prepares to Compete with NVIDIA in the AI Chip Market
23:28 / 18.06.2026
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Amazon Web Services (AWS), the world's largest cloud service provider, plans to launch a serious challenge to NVIDIA's dominance in the semiconductor market. The company is considering not only keeping its proprietary Trainium chips for its own servers but also selling them to other companies. This
2026-06-18
www.brookings.edu
2026-06-18
Brookings
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Artificial Intelligence
2026-06-14
tradersunion.com
2026-06-14
Traders Union
Bill Gurley points out that discussions on AI chips in China often focus solely on Huawei, overlooking a broader ecosystem. He emphasizes that, similar to the U.S. having companies like Cerebras, Google TPU, Amazon Tanium, and AMD, China boasts a significant range of AI chip competitors. Gurley highlights Cambricon as an example, noting its $40 billion market cap and public listing.
2026-06-10
cryptobriefing.com
2026-06-10
Crypto Briefing
Broadcom and Marvell lead AI chip market with record revenues in fiscal 2026
Custom AI accelerator chips are driving historic growth at both semiconductor giants, with Broadcom's AI revenue surging 14
2026-06-06
kalkinemedia.com
2026-06-06
Kalkine Media
Advanced Micro Faces Fresh AI Chip Market Attention
NASDAQ COMPOSITE
AMD
6 min read | June 06, 2026 01:20 AM PDT | By Anmol Khazanchi
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2026-06-05
GuruFocus
2026-06-05
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2026-06-05
Kalkine Media
2026-05-31
www.ig.com
2026-05-31
ig.com
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2026-05-29
www.devdiscourse.com
2026-05-29
Devdiscourse
Navigating China's AI Chip Market: AMD and Nvidia's Divergent Strategies
The contrasting approaches of AMD and Nvidia CEOs in China highlight different strategies in a politically sensitive AI chip market. As Nvidia's market share falls due to U.S. export controls, AMD seeks diverse routes like CPUs and FPGAs. Their strategies reveal distinct corporate diplomacy tactics in a complex, evolving land
2026-05-29
finimize.com
2026-05-29
Finimize
Reuters says Lisa Su kept a lower profile than Jensen Huang as Nvidia’s China share slid from 95% to effectively zero under US export controls.
AMD CEO Lisa Su has been courting customers in China while Nvidia CEO Jensen Huang says US export controls have pushed Nvidia’s China AI chip share from 95% to “effectively zero,” creating space for alternatives.
China is a huge buyer of AI hardware, but
2026-05-28
intellectia.ai
2026-05-28
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Broadcom Emerges as a New Giant in AI Chip Market
Broadcom Emerges as a New Giant in AI Chip Market
Written by Emily J. Thompson, Senior Investment Analyst
Source: Fool
Updated:
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2026-05-25
english.nepalnews.com
2026-05-25
Nepalnews.com
english.nepalnews.com
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