Nvidia leads in AI chips with strong growth and a powerful software moat, but faces high valuation risks amid rising ...

Broadcom is in a strong position in the growing AI chip market, driven by scalable solutions like Tomahawk Ultra. Read more ...

This could pave the way for outstanding revenue growth in the long run considering that the custom AI chip market is expected to clock an annual growth rate of 32% through 2030.

AI-fueled revenue growth could send Broadcom's market cap to $2 trillion Broadcom finished fiscal 2024 with $51.6 billion in revenue, $12.2 billion of which came from AI.

The stock market marched to fresh highs with Nvidia, Taiwan Semiconductor and AI chipmakers leading and economic data solid.

All the major chip companies, such as Broadcom, Marvell, Nvidia, AMD, and Intel, have been using TSMC's fabrication plants to manufacture their AI chips. Moreover, the chips that go into AI-enabled ...

This is helping drive the company's revenue growth, and last quarter its AI networking revenue surged 70%. However, the company's biggest opportunity is in application-specific integrated circuits ...

The CEO of AMD, Lisa Su, recently said that the TSMC's US-manufactured chips costs about 20% higher than the one manufactured ...

Broadcom has become one of the leading players in the artificial intelligence (AI) semiconductor market thanks to its expertise in application-specific integrated circuits (ASICs), which are ...

The global AI chip market, valued at $45 billion in 2023, is projected to exceed $200 billion by 2030, creating room for innovative firms to thrive. Beyond the marquee names, savvy investors can ...

David Sacks, the White House's AI czar, said the administration's volte-face is targeted at Huawei. He said Nvidia can compete for a "big slice" of China's market even with a "less capable chip." ...

Nvidia stock surged 4.47% in pre-market trading after the U.S. government cleared the company to resume H20 AI chip exports to China. This greenlight could recover billions in lost revenue after ...