Custom AI chips from Broadcom and others are gaining traction, expanding Big Tech companies' options beyond Nvidia.

Microsoft bought more than twice as many of Nvidia's flagship chip than any of its biggest rivals like Meta and Google.

Nvidia is the biggest beneficiary of the AI infrastructure buildout. Broadcom has been gaining a lot of traction recently with custom AI chips. Right now, Nvidia has higher growth and is the ...

Microsoft has emerged as the dominant player in the acquisition of Nvidia's Hopper chips. According to estimates from ...

However, one tech consultancy firm just released a report on the companies it estimates are buying the most chips from Nvidia. The list includes some prominent tech sector names, but it also ...

The U.S. Department of Commerce has recently asked Nvidia to look into how the company's products ended up in China over the ...

Microsoft leads in AI chip purchases from Nvidia, with rivals like Meta and Amazon also investing heavily. Read more.

Multiple delays in the production of Nvidia's flagship Thor smart driving chip have forced XPeng to reconsider its adoption ...

Nvidia faces growing competition from ASIC chip developers, as Broadcom, Google, and AWS advance their development efforts in ...

Nvidia has redefined the AI chip industry, becoming synonymous with high-performance computing for artificial intelligence. Its GPUs power breakthroughs across sectors from healthcare to finance ...

Nvidia, meanwhile, became the market leader in GPUs due to its CUDA software platform. The company originally developed the free software to allow developers to program its chips for tasks beyond ...

Since the start of the AI boom, Nvidia has been the biggest winner. As the maker of graphics processing units (GPUs) the company's chips became the backbone of AI infrastructure. Training large ...