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custom processors

9 articles
The Motley FoolThe Motley Fool··Harsh Chauhan

Nvidia's AI Chip Reign Under Siege as Tech Giants Build Competing Processors

Nvidia faces intensifying competition from Amazon and Google's custom AI chips, though analysts remain bullish on its long-term dominance given market expansion.
NVDAMETAMSFTAMZNGOOG+1AI chipshyperscalers
The Motley FoolThe Motley Fool··Harsh Chauhan

Qualcomm's Quiet AI Pivot: Why This Chip Giant Could Be 2026's Breakout Winner

Qualcomm shifts focus from smartphones to AI data centers and inference accelerators, gaining hyperscaler interest while trading at attractive 19x earnings valuation.
INTCQCOMAI chipsdata center
The Motley FoolThe Motley Fool··Chris Neiger

Alphabet's $190B AI Bet Signals Semiconductor Boom for Nvidia, TSMC, Broadcom

Alphabet raises capex guidance to $180-$190B with plans for even higher 2027 spending, benefiting semiconductor suppliers Nvidia, TSMC, and Broadcom.
NVDAGOOGGOOGLTSMAVGOcapital expenditureAI infrastructure spending
The Motley FoolThe Motley Fool··Geoffrey Seiler

Alphabet's New TPU 8i Chips Signal Deepening AI Advantage Over Nvidia Rivals

Alphabet's new TPU 8i chips deliver 80% better performance-per-dollar, strengthening its structural cost advantage over Nvidia-dependent competitors and positioning Google Cloud for accelerated growth.
NVDAGOOGGOOGLAVGOAI chipsagentic AI
The Motley FoolThe Motley Fool··Harsh Chauhan

Intel and Palantir Poised for Strong 2026 Finish Despite Current AI Sector Weakness

Intel and Palantir expected to outperform through 2026 driven by surging data center demand and record contract wins, despite near-term AI stock volatility.
PLTRITINTCartificial intelligenceAI stocks
The Motley FoolThe Motley Fool··Danny Vena, Cpa

Broadcom Secures Multi-Year AI Chip Goldmine With Google and Anthropic

Broadcom secures five-year TPU deal with Google and compute access agreement with Anthropic, projecting AI chip revenue exceeding $100 billion by 2027.
GOOGGOOGLAVGOAI chipsdata center
The Motley FoolThe Motley Fool··Joe Tenebruso

Marvell Stock Surges 12.84% on $2B Nvidia Investment and AI Partnership

Marvell stock surged 12.84% after Nvidia announced a $2 billion investment and strategic partnership to develop AI infrastructure, custom processors, and networking solutions.
NVDAMRVLdata centerstrategic partnership
The Motley FoolThe Motley Fool··Harsh Chauhan

Broadcom's AI Chip Ambitions: Can It Match Nvidia's Dominance by 2030?

Broadcom's AI chip revenue surged 106% to $8.4B annually, with projections exceeding $100B by 2027, positioning it to rival Nvidia's AI dominance by 2030.
NVDAMETAGOOGGOOGLAVGOAI chipshyperscalers
The Motley FoolThe Motley Fool··Jeremy Bowman

Amazon's Graviton Chip Revenue Surge Accelerates Arm Holdings' Data Center Business

Amazon's Graviton chips hit $10B annual revenue, doubling year-over-year. Strong adoption benefits Arm Holdings, whose data center royalties doubled, potentially surpassing smartphone revenue soon.
AMDAMZNINTCARMcloud infrastructureAI compute