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By Anton Shilov Published
Intel's gloomy outlook for its PC business wipes out $1 trillion of semiconductor market capitalization in a day, barely affects Apple.

By Shane Downing Published
Premium Anthropic’s S-1 splits its $8.9 billion H1 compute bill: most went to R&D, with less than a third estimated to serve Claude customers.

By Jake Roach Published
Premium We sit down with OpenAI's Hardware boss to talk about its chart-topping Jalapeño inference chip in this unredacted interview transcript.

By Anton Shilov Published
Premium How OpenAI used AI to build its AI ASIC.

By Anton Shilov Published
Broadcom and OpenAI reveal their Jalapeño custom-built inference ASIC that allegedly beats existing leading-edge in terms of performance-per-watt.

By Anton Shilov Published
Broadcom inks deal with Meta to supply multi-GW of custom MTIA silicon through 2029, but Hock Tan will leave Meta's board.

By Luke James Published
Broadcom disclosed in a securities filing on Monday that it’ll supply Anthropic with roughly 3.5 gigawatts of Google TPU capacity starting in 2027.

By Anton Shilov Published
AMD, Broadcom, and Nvidia team up with Microsoft, Meta, and OpenAI to develop protocol-agnostic optical scale-up interconnects for AI clusters.
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