- Major tech companies integrate advanced AI features and develop custom chips to power new AI capabilities.
- Qualcomm and Broadcom are exploring custom chip solutions and alternatives to expensive dominant providers like Nvidia to meet the demands of AI infrastructure.
Nvidia is outpacing rivals in western data-center growth, while investor sentiment reflects concerns over potential market write-downs.
1 report, 1 independent
Updated May 26
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What happened
Nvidia is outpacing rivals in western data-center growth, while investor sentiment reflects concerns over potential market write-downs.
Who's involved
What this event is mainly aboutKeep exploring
Part of
Qualcomm and Broadcom are exploring custom chip solutions and alternatives to expensive dominant providers like Nvidia to meet the demands of AI infrastructure.Also in this story
- Qualcomm plans to acquire AI startup Modular, which supports AMD chips, as part of its strategy to challenge Nvidia's AI dominance.
- FuriosaAI and Broadcom partnered to build a rack-scale inference platform to reduce reliance on proprietary software.
The entities involved
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Broadcom
American semiconductor manufacturer
Related events
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- OpenAI announces massive commitments to various partners, including 10 GW of Nvidia systems, a $300B cloud capacity goal, and new deals with AMD and Broadcom.