If GenAI is going to go mainstream and not just be a bubble that helps prop up the global economy for a couple of years, AI inference is going to have to come down in price – and do so faster than it ...

OpenAI's $10 billion announcement with chipmaker Cerebras this week was the latest in a string of big deals with companies at the center of the AI infrastructure boom. In 2025, the ChatGPT maker inked ...

Broadcom secures major custom AI chip deals with Anthropic ($21B) and OpenAI (potential $100B), significantly boosting its growth outlook. AVGO's leadership in custom ASICs and networking chips is ...