OpenAI is partnering with Broadcom to design and develop 10 gigawatts of custom AI chips and systems, a massive amount of ...

After a steep month-long slide, Broadcom (NASDAQ: AVGO) just turned its fortunes around in a huge way. Shares of the chip ...

Micron shares lost ground Friday following a report that the company will stop providing server chips to data centers in ...

That growth is contributing to more electricity demand than the United States has seen in two decades, leading to a need for ...

OpenAI’s agreements to buy chips from Advanced Micro Devices Inc. and Broadcom Inc. are demonstrating how much room the ...

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

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

Stock indexes closed lower Thursday as regional bank shares came under pressure, while bond yields fell to their lowest level ...

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Brad and Bill on the BG2 Podcast describe the AI CapEx bubble. The explosive growth in AI investment—especially in data ...

TSMC raises its full-year revenue forecast and posts record profits, driven by surging global demand for AI chips and strong ...

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