“Thor Ultra delivers on the vision of Ultra Ethernet Consortium for modernizing RDMA for large AI clusters,” said Ram Velaga, ...

就在与 NVIDIA 和 AMD 相继签署大规模硬件协议后不到一个月，10 月 13 日，OpenAI 又宣布与芯片设计巨头 Broadcom 达成战略合作，双方将共同开发和部署容量高达 10 千兆瓦（ GW， Gigawatt）的定制 AI ...

ASML sells its machines to semiconductor fabricators such as Taiwan Semiconductor, Samsung Electronics, and Intel. The uptick ...

The numbers were great, and attractive growth rates are part of the reason why Broadcom has outperformed Nvidia year to date.

OpenAI's hunger for computing power is reshaping the AI hardware race and investors are chasing the new winners. In just two ...

Nvidia, Broadcom, and AMD Each Won Deals With OpenAI. Here's the Biggest Winner of the Bunch. These chip rivals each aim to ...

The deals keep coming for semiconductor firms and OpenAI. In the past month, Nvidia, Advanced Micro Devices and Broadcom have ...

We recently published 10 Stock News You Should Not Miss as Tom Lee Reiterates Bullish Market Outlook Amid AI Catalysts.

OpenAI 已承诺购买来自 Nvidia、AMD 和 Broadcom 的超过 1,000 万枚高端处理器，这一订单规模对应约 26 吉瓦的算力，将消耗相当于约 20 座核电站的电力。该项支出远超其营收。公司预计今年将亏损数十亿美元、销售额约 130 亿美元，并且直到 2029 年才有望实现盈利。这一差距催生了新型融资方式。Nvidia 正在探讨投资与租赁方案。AMD ...

The maker of ChatGPT and Sora wants to control its destiny, which means controlling the hardware that runs its software.

Larry Dignan, editor in chief at Constellation Research's Constellation Insights, captured this view in an analyst note that ...

While near-term profitability may be diluted, Broadcom's robust moat in custom compute and networking underpins a bullish ...