#custom silicon
3 articles tagged custom silicon. At twelve articles this topic starts lifting the whole site in search.
Timeline
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Broadcom's fiscal Q3 2026 results (September 2) — AI revenue up 221%, stock down anyway
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Marvell falls 8.2% on August 28, 2026 — $120bn from Google, but not until FY2029
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What an AI inference chip is — why companies build separate silicon from training GPUs
All articles
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Tech · 4 min readBroadcom's fiscal Q3 2026 results (September 2) — AI revenue up 221%, stock down anyway
Results — revenue 29.59bn dollars (+86%), AI semiconductors 16.7bn (+221%), both above consensus
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Economy · 3 min readMarvell falls 8.2% on August 28, 2026 — $120bn from Google, but not until FY2029
Results — quarterly revenue $2.739bn (+37%); data center $2.17bn (+46%), 79% of the total
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Tech · 4 min readWhat an AI inference chip is — why companies build separate silicon from training GPUs
Split — Training builds a model, inference runs it. The frequency and the requirements are fundamentally different