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Investors are expanding the AI trade beyond pure accelerator chips like Nvidia to connectivity suppliers like Astera Labs and Marvell. As AI clusters expand, demand surges for retimers, switches, and…
Broadcom emerges as a top custom AI chip provider, outperforming competitors like Marvell in valuation and projected growth. With major hyperscalers adopting custom ASICs to optimize costs, Broadcom …
AI scaling is hitting physical copper wiring limits, sparking rapid demand for optical transceivers and silicon photonics. Because each Nvidia GPU requires multiple optical transceivers, the surging …
Tower Semiconductor partners with NVIDIA to scale AI infrastructure using advanced silicon photonics, boosting data center optical modules' speed and efficiency for AI networking protocols.
Broadcom launches Thor Ultra networking chip to support AI infrastructure, intensifying competition with Nvidia. Broadcom aims to capture a $60 billion to $90 billion AI market by 2027, supporting Go…
China's market regulator ruled Nvidia violated conditions of its $7B Mellanox deal after a preliminary review, intensifying U.S.-China tech tensions. Nvidia shares slipped about 2% premarket as Beiji…
Cisco’s expanded partnership with NVIDIA to integrate Nexus switches and Spectrum‑X is accelerating AI-ready data center orders, boosting enterprise AI infrastructure demand while Cisco guides higher…
Zacks spotlights Broadcom's surge in AI networking and custom XPUs that challenge GPU incumbents; Broadcom's Tomahawk/Jericho switches and VMware integration drive growth, though valuation risks and …
Broadcom (AVGO) readies Q3 results as AI networking and custom XPU growth fuel revenue, challenging peers after Marvell's weak guide; valuation risks remain despite strong hyperscaler demand and VMwa…