Apple Commits Over $30 Billion to Broadcom for US-Made Chips
Apple expanded its partnership with Broadcom in a multi-year deal worth more than $30 billion, its largest US manufacturing commitment, to produce over 15 billion American-made chips.
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OpenAI and Broadcom Unveil Jalapeño Custom AI Inference Chip
OpenAI and Broadcom have unveiled Jalapeño, OpenAI’s first custom AI accelerator chip designed specifically for large language model inference.
Broadcom
Broadcom is a leading semiconductors and infrastructure software company shaping semiconductors, AI chips, and computing infrastructure across AI, cloud, chips, software, devices, and enterprise technology.
Anthropic Expands Claude Capacity Through SpaceX Compute Partnership
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Anthropic has signed a compute agreement with SpaceX that adds access to more than 220,000 NVIDIA GPUs at the Colossus 1 data center. The added capacity is already being used to raise Claude usage limits and API availability.
AI Boom Sparks Big Tech Rally, With Oracle, AMD, Microsoft Leading
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Big Tech stocks posted a sharp rally this week, driven by AI infrastructure demand and easing macro concerns. Oracle, AMD, and Microsoft led gains.
ASML and TSMC Forecast Strong AI Chip Demand as Spending Surge Continues
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Strong forecasts from ASML and TSMC signal continued massive AI spending by tech giants, despite rising concerns over sustainability and supply constraints.
Anthropic Launches Glasswing to Deploy AI for Cyber Defense
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Marcus Lee
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Anthropic has launched Project Glasswing with major tech partners to use advanced AI for identifying and fixing software vulnerabilities. The move comes as AI models reach unprecedented offensive cyber capabilities.
Intel Teams Up with Musk on Terafab to Scale AI Chip Production
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Olivia Grant
• 3 mins read
Intel has joined Elon Musk’s Terafab project aimed at scaling AI chip production, though its exact role remains unclear. The effort targets massive compute output for AI and robotics.
Broadcom Expands Google, Anthropic AI Chip Partnerships
By
Olivia Grant
• 3 mins read
Broadcom is expanding its role in AI infrastructure through new chip and compute deals with Google and Anthropic. The move reflects accelerating demand for large-scale AI capacity.
Broadcom Forecasts $100 Billion AI Chip Sales by 2027
By
Olivia Grant
• 1 min read
Broadcom expects artificial intelligence chip sales to surpass $100 billion by 2027 as demand surges from major technology companies building AI infrastructure.
Cisco Launches New Chip to Rival Broadcom and Nvidia
By
Olivia Grant
• 1 min read
Cisco unveils Silicon One G300 chip and router for AI data centers, aiming to improve network efficiency and compete with Broadcom and Nvidia solutions.
Meta and Google Discuss Multi-Billion Dollar Chip Deal
By
Olivia Grant
• 3 mins read
Meta is in talks to spend billions on Google’s TPUs for its data centers, a shift that would position Alphabet as a stronger competitor to Nvidia. The discussions include Meta potentially renting Google Cloud chips as early as next year.
Anthropic Commits $50 B to U.S. AI Infrastructure Buildout
By
Olivia Grant
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Anthropic will spend $50 billion on custom AI data centers in Texas and New York, partnering with Fluidstack to boost U.S. compute capacity and support its long-term research.
HSBC, General Atlantic Executives Warn AI Spending Outpaces Revenue Growth
By
Olivia Grant
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HSBC and General Atlantic executives caution that AI investments are accelerating faster than revenue, creating risks of overvaluation and slow productivity gains.
OpenAI Partners with Broadcom to Develop 10-Gigawatt Custom AI Accelerators
By
Samantha Reed
• 3 mins read
OpenAI has announced a strategic partnership with Broadcom to design and deploy 10 gigawatts of custom AI accelerators, expanding its hardware ecosystem beyond Nvidia and AMD.