Reported 2 days ago
This article highlights two companies, Broadcom and Marvell Technology, that are leading the custom AI chip market as GPUs face competition from ASICs. Broadcom has secured significant clients like Alphabet and Apple, showing impressive growth in AI revenue. Meanwhile, Marvell is also partnering with Amazon for custom AI technologies, anticipating substantial revenue growth from its custom silicon efforts. Together, they represent significant investment opportunities in the evolving AI chip landscape.
Source: YAHOO