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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.

OpenAI might be building its own chip, but it’ll still be dependent on Nvidia
By Luke James published
Premium OpenAI is widely understood to be developing a custom AI accelerator with Broadcom, part of a $10 billion partnership to design chips specifically for OpenAI’s internal workloads.

Intel officially becomes a contract custom chip designer, Nvidia among lead customers
By Anton Shilov published
Premium Or at least makes steps in the right direction.

OpenAI widely thought to be Broadcom's mystery $10 billion custom AI processor customer
By Anton Shilov published
That's a lot of hardware.

China's new semiconductor rule spares Taiwan fabs, punishes Intel, GlobalFoundries & Texas Instruments
By Anton Shilov published
News Analysis Killing two birds with one stone.

Nvidia CEO denies being approached for stake in Intel Foundry
By Anton Shilov published
Nvidia's CEO denies any involvement in discussions about a potential consortium to own Intel Foundry.

Nvidia earned nearly as much as its next 9 fabless rivals combined last year
By Anton Shilov published
Nvidia led the semiconductor industry in 2024 with $124.3 billion in revenue, driving AI-fueled growth that pushed the top 10 fabless chipmakers’ earnings to $249.8 billion, up 49% year-over-year.
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