Broadcom and fiber optic leader Ciena reported strong earnings, driving a surge in AI-related stock gains. The companies' financial results exceeded analyst expectations, reinforcing investor confiden…
Apollo Global Management and Blackstone are arranging approximately $36 billion in debt to purchase custom Google TPU chips for Anthropic, with the hardware leased back to the AI company rather than p…
Anthropic disclosed in its $65 billion Series H funding announcement that its run-rate revenue has crossed $47 billion, up from $30 billion in April and $14 billion in February. The AI company's self-…
Anthropic closed a $65 billion Series H funding round on May 28, bringing its post-money valuation to $965 billion and making it the most valuable private AI company. The company also reported an annu…
Broadcom added South Korea's FuriosaAI to its roster of partners building AI accelerators on Broadcom's packaging and networking technology. FuriosaAI claims its third-generation processor will be fab…
Broadcom has acquired South Korean AI chip startup FuriosaAI, adding the company's custom ASIC capabilities to its expanding semiconductor portfolio. The deal will integrate FuriosaAI's third-generati…
Broadcom has released a next-generation wireless routing kit that provides an early start on WiFi 8 technology, promising better performance, reliability, and lower costs. The move positions the compa…
Qualcomm shares rose after the chipmaker reached a deal to supply TikTok parent ByteDance with custom AI chips for data centers, marking the company's first major customer win in its push beyond smart…
Anthropic and its Project Glasswing partners have identified more than 10,000 high- or critical-severity vulnerabilities in critical software systems. The company introduced Claude Mythos Preview in A…
Bank of America has identified Nvidia, AMD, Broadcom, Micron Technology, and Marvell Technology as top semiconductor picks, citing sustained AI-related spending and a projected $1.7 trillion total add…
According to a May 2026 report from Tom's Hardware, the custom AI ASIC market is being driven by major deals from Broadcom and the continued development of in-house chips like Google's TPUs and Meta's…
Co-packaged optics (CPO), a technology that integrates optical components directly with switch ASICs or AI accelerators to reduce power consumption and increase bandwidth density for AI data centers. …
OpenAI, Microsoft, Broadcom, AMD and Nvidia developed a new network protocol called Multipath Reliable Connection (MRC) that scales Ethernet to over 1 million endpoints for AI clusters by increasing t…
Amazon Web Services is preparing to sell its Trainium AI chips as complete rack systems for customers to own and operate in their own data centers, following Google's move to sell TPU racks to Anthrop…