The AI start-up has plans to create custom chips to lessen its dependence on AI chips from Nvidia. Sources told Reuters that OpenAI is wrapping up the final design of its chip, which should be ...

Ho joined OpenAI more than a year ago from Alphabet's Google where he helped lead the search giant's custom AI chip program. Reuters first reported OpenAI’s plans with Broadcom last year.

Investors see "customer silicon and Nvidia as the AI chip market going forward," said Ryuta Makino, analyst at AMD investor Gabelli Funds. Customer silicon refers to custom chips designed for ...

AMD investors will closely examine the chip designer's artificial intelligence strategy when it reports fourth-quarter results on Tuesday as Big Tech's shift to custom silicon raises doubts about ...

Ho joined OpenAI more than a year ago from Alphabet's Google where he helped lead the search giant's custom AI chip program. Reuters first reported OpenAI’s plans with Broadcom last year. Ho's team is ...

SAN FRANCISCO/NEW YORK (Reuters) - OpenAI is pushing ahead on its plan to reduce its reliance on Nvidia (NVDA) for its chip supply by developing its first generation of in-house artificial ...

(Reuters) - AMD investors will closely examine the chip designer's artificial intelligence strategy when it reports fourth-quarter results on Tuesday as Big Tech's shift to custom silicon raises ...

Broadcom Inc. (NASDAQ:AVGO) is a technology company uniquely positioned in the AI revolution owing to its custom chip offerings and networking assets. On February 7, CNBC reported that Morgan ...

The analyst said custom AI chips space, or ASICs, can “outgrow” NVIDIA (NASDAQ:NVDA). However, this does not worry the investor for now. “I actually do think the ultimate shake is probably ...

BofA analysts said that as Nvidia continues to outperform and custom chips gain more traction at hyperscalers, it might be hard for AMD to "win" the AI narrative despite its strong growth levels.