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Broadcom to supply Meta with custom silicon through 2029
By Anton Shilov published
Broadcom inks deal with Meta to supply multi-GW of custom MTIA silicon through 2029, but Hock Tan will leave Meta's board.

Broadcom to supply Anthropic with 3.5 gigawatts of Google TPU capacity from 2027
By Luke James published
Broadcom disclosed in a securities filing on Monday that it’ll supply Anthropic with roughly 3.5 gigawatts of Google TPU capacity starting in 2027.

AMD, Broadcom, and Nvidia join hyperscalers to define optical scale-up interconnect of the future for AI clusters
By Anton Shilov published
AMD, Broadcom, and Nvidia team up with Microsoft, Meta, and OpenAI to develop protocol-agnostic optical scale-up interconnects for AI clusters.

UALink roadmap plots course to optimized AI data center interconnects
By Anton Shilov published
Premium Despite broad industry support, UALink's adoption may be slowed by the absence of several features like In-Network Collectives and the 128G PHY spec.

Broadcom announces two dual-band Wi-Fi 8 chips
By Brandon Hill published
Wi-Fi 8 will continue the wireless trend of the haves and the have-nots, with dual-band and tri-band products.

Semiconductor industry enters unprecedented ‘giga cycle’ as AI infrastructure spending reshapes demand, says report
By Luke James published
A growing body of forecasts from AMD, Nvidia, Broadcom, and major research firms now points toward a semiconductor market that passes the trillion-dollar threshold before the decade closes.

Report: Arm developing custom CPU for OpenAI's in-house accelerator
By Luke James published
OpenAI is reportedly working with SoftBank-owned Arm on a new CPU to complement the custom AI accelerator it is co-developing with Broadcom.

OpenAI and Broadcom to co-develop 10GW of custom AI chips in yet another blockbuster AI partnership
By Luke James published
OpenAI has signed a multi-year deal with Broadcom to co-develop and deploy 10 gigawatts of custom AI accelerators and rack systems.
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