Broadcom

Semiconductors

AMD Passes Silicon Market Stress Test, Nearly Doubles Data Center Sales

Photo via Abaca Press/Blondet Eliot/Abaca/Sipa USA/Newscom

The chipmaker entered the day bearing the weight of the market’s AI-nxiety after rival Intel’s disappointing third quarter result.

2 min read

Photo via Thomas Fuller / SOPA Images/Sipa USA/Newscom

Semiconductors

Broadcom Emerges as Anthropic IPO’s Big Winner

If buying up endless amounts of GPU was Act 1 of the AI infrastructure buildout, custom chips like Broadcom’s may be the star of Act 2.

2 min read
Photo via Annabelle Gordon – Pool via CNP/picture alliance / Consolidated News

Artificial Intelligence

Meta, SpaceX Detail New Financing Plans as Capital Squeeze Hits AI Industry

The AI industry has raised $300 billion in high-grade debt so far this year, per Bloomberg, roughly triple the amount raised last year.

2 min read
Photo via Ron Sachs – CNP/picture alliance / Consolidated News Photos/Newscom

Semiconductors

Spicy Competition May Cause Heartburn for Nvidia

OpenAI showed off its aptly named new semiconductor at its Hot Chips conference Tuesday, the day before Nvidia’s earnings.

2 min read

Big Tech

Apple Edges Closer to Dethroning Nvidia After $30B Broadcom Chips Deal

Photo via Tom Williams/CQ Roll Call/Newscom

Apple shares climbed nearly 1% on the news, bringing it closer to reclaiming the throne as the biggest US company by market cap.

2 min read

Artificial Intelligence

In AI Chip Race, Nvidia’s Biggest Customers Become Competitors

Photo illustration by Connor Lin / The Daily Upside, Photos by Hapabapa via iStock and Vincent Isore, Florian Gaertner, imageBROKER/Mojahid Mottakin, Andrej Sokolow, Wladimir Bulgar/Science Photo Library, and Kyodo via Newscom

The types of chips that will keep AI’s momentum up are different from those that trained it, creating an opening for rivals to Nvidia.

4 min read

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