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Keyword: custom chips

AMD Q3 Earnings: Beat and Strong Q4 Guidance Analysis

AMD exceeded Q3 earnings expectations, driven by strong performance across its segments. The company's Q4 guidance also surpassed analyst estimates, signaling continued growth. This analysis explores the key factors beh…

OpenAI's Broadcom Deal: Chip Investment Analysis

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 …

Broadcom & OpenAI: Custom AI Chip Deal Analyzed

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…