Broadcom
Broadcom Sold $16.7 Billion of Custom AI Chips in 90 Days. The Stock Fell Anyway.
Broadcom sold $16.7B of custom AI chips in one quarter, up 221%, with Google, Anthropic and OpenAI on the roster. So why did the stock fall?
Topic
AI Chips
The latest AI Chips news and analysis from Tech Arcade.
Semiconductors
AMD Bought Taalas to Etch AI Models Into Silicon. The First Chip Ran 48× a GPU.
AMD is buying Toronto startup Taalas, which etches AI model weights directly into silicon. Its first test chip ran Llama 3.1 8B at 16,960 tokens/sec — about 48x a GPU.
AMD
AMD Just Crammed 31 Terabytes Into a Single Rack — and Aimed It Straight at Nvidia
AMD's new Helios rack packs 72 GPUs and 31TB of memory — 50% more than Nvidia's Vera Rubin — plus a 256-core 2nm CPU, with OpenAI, Meta and Oracle already on board.