Nvidia still reigns, but a structural shift toward custom silicon is creating a new hierarchy of winners and laggards, and ...
If money were not a factor, a Google software engineer says custom chips, like those from Broadcom , would always be his ...
The Maia 200 deployment demonstrates that custom silicon has matured from experimental capability to production ...
Microsoft’s Maia 200 AI chip highlights a growing shift towards a model of vertical integration where one company designs and ...
Tesla's latest earnings showed softer vehicle demand but improving margins, while management and analysts focused on the ...
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