Shares of Meta rallied on Thursday following the launch of a new AI model and reports of a big custom-chip milestone.

Custom silicon allows for hardware optimisation tailored to specific architectures, such as the DeepSeek-R1 model Chinese AI ...

Mark Zuckerberg's Meta plans to design its own artificial intelligence chips in-house starting in September – part of an ...

Apple and Broadcom extended their chip partnership through 2031 as AI hardware demand raises pressure on suppliers, pricing, and device costs. If you can only read one tech story a day, this is it. We ...

Nvidia has owned the AI hardware market for years. Six tech giants are racing to escape its grip at wildly different speeds ...

Following a massive development in the tech infrastructure race, Meta is planning to start manufacturing an artificial intelligence chip production from September as part of its plan to ...

Marvell soared more than 220% in the past one year on AI chip demand, but an expert just cut it to Hold, warning its 80x valuation leaves no room for error.

Bank of America reiterates buy on Nvidia stock with a $350 target. Here's what analyst Vivek Arya says about valuation, AI ...

The chip sector sell-off has created some nice buying opportunities.

A key pillar of Curtis’ thesis is Broadcom’s improving visibility into FY2028 earnings. In fact, Jefferies ran a scenario ...

Meta plans to put an in-house MTIA AI chip into production in September and roughly double its computing capacity, Reuters reports, deepening its push away from Nvidia.

DeepSeek’s custom AI chip ambitions could reshape the competitive landscape. What does that mean for Nvidia over the long ...