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Browsing Tag

custom silicon

9 posts
AArtificial intelligence
Marvell Is Quietly Chasing Broadcom’s AI Jackpot, and Wall Street Is Finally Waking Up
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Marvell Is Quietly Chasing Broadcom’s AI Jackpot, and Wall Street Is Finally Waking Up

  • July 6, 2026
Quick Read Marvell’s data center revenue hit 76% of total sales, with 50+ custom AI design wins targeting…
AArtificial intelligence
This AI Chip Stock Just Signed Massive Deals With 3 Hyperscalers, and It Still Looks Like a Great Buy Right Now (Hint: Not Nvidia or Intel)
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This AI Chip Stock Just Signed Massive Deals With 3 Hyperscalers, and It Still Looks Like a Great Buy Right Now (Hint: Not Nvidia or Intel)

  • July 5, 2026
Ever since OpenAI released ChatGPT in November 2022, the AI industry has been characterized by ever-growing demand for…
AArtificial intelligence
Prediction: This Will Be the Next $1 Trillion Artificial Intelligence (AI) Chip Stock, According to Jensen Huang
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Prediction: This Will Be the Next $1 Trillion Artificial Intelligence (AI) Chip Stock, According to Jensen Huang

  • June 14, 2026
In the race to build ever-larger artificial intelligence (AI) systems, connectivity is quietly emerging as the next critical…
AArtificial intelligence
Why Billionaire Stanley Druckenmiller Dumped Nvidia but Loaded Up on These 3 AI Infrastructure Stocks for the Next Boom
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Why Billionaire Stanley Druckenmiller Dumped Nvidia but Loaded Up on These 3 AI Infrastructure Stocks for the Next Boom

  • May 24, 2026
Stanley Druckenmiller’s moves have been particularly telling throughout the artificial intelligence (AI) revolution. After initiating a position in…
AArtificial intelligence
4 AI Stocks That Could Beat the Crowd
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4 AI Stocks That Could Beat the Crowd

  • May 5, 2026
Quick Read Advanced Micro Devices (AMD) as the “NVIDIA alternative” is now a crowded consensus trade that ignores…
AArtificial intelligence
Why Broadcom Stock Is a Better Long-Term AI Stock to Buy Than Nvidia
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Why Broadcom Stock Is a Better Long-Term AI Stock to Buy Than Nvidia

  • April 11, 2026
When investors think about the artificial intelligence (AI) infrastructure build-out, Nvidia (NASDAQ: NVDA) is usually the first name…
AArtificial intelligence
1 Artificial Intelligence (AI) Semiconductor Stock to Buy Hand Over Fist Before December (Hint: It's Not Nvidia)
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1 Artificial Intelligence (AI) Semiconductor Stock to Buy Hand Over Fist Before December (Hint: It’s Not Nvidia)

  • November 14, 2025
Big tech hyperscalers are doubling down on investment in artificial intelligence (AI) infrastructure. One pocket of the infrastructure…
AArtificial intelligence
Google just shook up the AI hardware race in a big way
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Google just shook up the AI hardware race in a big way

  • November 8, 2025
Google isn’t just joining the coveted AI chip race; it’s turning up the heat. The Alphabet (GOOGL)-owned tech…
AArtificial intelligence
Why Analysts See Marvell's Growth Story Shifting Amid AI Momentum and New Industry Risks
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Why Analysts See Marvell’s Growth Story Shifting Amid AI Momentum and New Industry Risks

  • November 2, 2025
Marvell Technology has seen its consensus analyst price target tick upward from $89.67 to $90.07, signaling a modest…
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