Astera Labs has significantly outperformed Nvidia and Broadcom in stock performance this year, driven by its focus on data center connectivity solutions crucial for AI infrastructure. While Nvidia dominates AI compute, …
OpenAI is reportedly committing billions to acquire custom AI chips from Broadcom, diversifying its supply chain and reducing reliance on Nvidia. This strategic investment aims to enhance OpenAI's control over AI model …
OpenAI's partnership with Broadcom to develop custom AI chips signals a strategic move towards internalizing hardware development and reducing reliance on Nvidia and AMD. This collaboration could reshape the AI chip mar…