Arm's Neoverse CSS N4 gives chip designers a validated 128-core foundation for custom AI servers, DPUs, networking chips, and chiplet infrastructure.
#customsilicon — Public Fediverse posts
Live and recent posts from across the Fediverse tagged #customsilicon, aggregated by home.social.
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OpenAI's Jalapeño benchmarks make its custom inference chip look like real Nvidia rack competition, especially for the brutal economics of serving LLM requests.
#tech #technology #openai #aihardware #customsilicon #nvidia
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OpenAI Jalapeño Chip Beats Nvidia on Efficiency at Hot Chips 2026
OpenAI debuts benchmark results for its first custom inference chip, showing 1.5-1.9x more AI work per watt than Nvidia's latest hardware.
https://pulseofnations.lol/openai-jalape-o-chip/
#Broadcom #Chip #CustomSilicon #HotChips #Inference #Jalapeno #Nvidia #OpenAI #Tsmc
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Interesting move by AMD:
https://www.servethehome.com/amd-to-acquire-taalas-for-model-specific-ai-inference-chips/Basically yet another iteration of the "if software is too slow, make it hardware" continuum. This time a AMD acquisition turns LLMs into single-model-chips.
Curious to see if and how this will play out to commercial usability and on what type of model.
Also:
- Might we even see coprocessor boards with exchangeable model chips?
- What will the energy consumptions of those look like compared to the full generals purpose inference runner setups?
#amd #hardware #servethehome #llm #customsilicon #ai #asic #innovation #mergersandacquisitions
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https://www.europesays.com/ie/621779/ Alphabet Stock Could Soar as It Targets the $300 Billion AI Chip Market Dominated by Nvidia #AI #AIAccelerators #Alphabet #ArtificialIntelligence #ArtificialIntelligence #CustomSilicon #Éire #IE #Ireland #Nvidia #Technology
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https://www.europesays.com/people/149468/ Apple CEO Tim Cook Announces $30 Billion Broadcom Deal to Produce 15 Billion Chips #apple #Broadcom #CustomSilicon #TimCook
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#Apple announced a new multiyear agreement with #Broadcom to design and produce #customsilicon components and wireless connectivity technologies. The agreement, exceeding $30 billion, will lead to the production of over 15 billion U.S.-made chips and support hundreds of American jobs. This partnership is part of Apple’s commitment to invest $600 billion in the U.S. economy over four years. https://www.apple.com/newsroom/2026/07/apple-to-increase-spend-with-broadcom-to-produce-billions-more-us-chips/?eicker.news #tech #media #news
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https://www.europesays.com/ie/572237/ Marvell Is Quietly Chasing Broadcom’s AI Jackpot, and Wall Street Is Finally Waking Up #AI #ArtificialIntelligence #ArtificialIntelligence #Broadcom #CelestialAI #CustomChip #CustomSilicon #DataCenter #Éire #IE #Ireland #MarvellTechnology #Nvidia #RevenueOutlook #Technology #Top10AIStocks #XPU
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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)
Ever since OpenAI released ChatGPT in November 2022, the AI industry has been characterized by ever-growing demand for…
#NewsBeep #News #US #USA #UnitedStates #UnitedStatesOfAmerica #Artificialintelligence #AI #ArtificialIntelligence #customsilicon #DataCenters #Intel #nasdaq #NVIDIA #qualcomm #Technology
https://www.newsbeep.com/us/744825/ -
https://www.europesays.com/ie/569943/ 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) #AI #ArtificialIntelligence #ArtificialIntelligence #CustomSilicon #DataCenters #Éire #IE #intel #Ireland #nasdaq #Nvidia #qualcomm #Technology
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https://www.europesays.com/people/128989/ Nvidia Price Prediction: The Forecast Climbs Again. Here’s Where the AI Leader Heads Next #CustomSilicon #GrossMargin #GrossMargins #JensenHuang #Nvidia #PriceTarget #target #Top10AIStocks #WallSt #WallStreetConsensus
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https://www.europesays.com/people/128901/ Nvidia Price Prediction: The Forecast Climbs Again. Here’s Where the AI Leader Heads Next #CustomSilicon #GrossMargin #GrossMargins #JensenHuang #Nvidia #PriceTarget #target #Top10AIStocks #WallSt #WallStreetConsensus
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RT @googlecloud: Vor einem Jahrzehnt galt die konventionelle Weisheit noch als Irrtum, dass kundenspezifische Siliziumchips ein Fehler seien. Heute sind sie das architektonische Rückgrat, das die Ära der agentic Systeme antreibt. Erfahren Sie, wie zehn Jahre kontinuierlicher Innovation zu unserer achten Generation von TPUs geführt haben und wie wir das Fundament für das Nächste bauen. #8daysofTPU8 Video
mehr auf Arint.info
#AgenticEra #CustomSilicon #FutureOfAI #Innovation #TechHistory #TPU8 #arint_info
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https://www.europesays.com/ie/535117/ Prediction: This Will Be the Next $1 Trillion Artificial Intelligence (AI) Chip Stock, According to Jensen Huang #AI #ArtificialIntelligence #ArtificialIntelligence #connectivity #ConnectivitySolutions #CustomSilicon #Éire #IE #Ireland #MarvellStock #MarvellTechnology #Nvidia #Technology
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https://www.europesays.com/people/113474/ Prediction: This Will Be the Next $1 Trillion Artificial Intelligence (AI) Chip Stock, According to Jensen Huang #ArtificialIntelligence #connectivity #ConnectivitySolutions #CustomSilicon #JensenHuang #MarvellStock #MarvellTechnology #Nvidia
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https://www.europesays.com/people/97743/ MRVL Stock Surges After Jensen Huang’s Trillion-Dollar Prediction #AIInfrastructure #AINetworking #ASICChips #Computex2026 #CustomSilicon #DataCenterSemiconductors #GammaSqueeze #JensenHuang #MarvellTechnology #MRVL #NVIDIAPartnership
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https://www.europesays.com/people/92113/ Microsoft Stock Might Be the New “Big Steal” of the Mag 7 #CustomSilicon #MarketCorrection #MarketPredictions #Microsoft #SatyaNadella
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https://www.europesays.com/people/92031/ Microsoft Stock Might Be the New “Big Steal” of the Mag 7 #CustomSilicon #MarketCorrection #MarketPredictions #Microsoft #SatyaNadella
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Why Billionaire Stanley Druckenmiller Dumped Nvidia but Loaded Up on These 3 AI Infrastructure Stocks for the Next Boom
Stanley Druckenmiller’s moves have been particularly telling throughout the artificial intelligence (AI) revolution. After initiating a position in…
#NewsBeep #News #Artificialintelligence #AI #ArmHoldings #ArtificialIntelligence #CA #Canada #customsilicon #intel #Nvidia #Nvidiastock #processingunits #StanleyDruckenmiller #Technology
https://www.newsbeep.com/ca/691142/ -
https://www.europesays.com/ie/500561/ Why Billionaire Stanley Druckenmiller Dumped Nvidia but Loaded Up on These 3 AI Infrastructure Stocks for the Next Boom #AI #ArmHoldings #ArtificialIntelligence #ArtificialIntelligence #CustomSilicon #Éire #IE #intel #Ireland #Nvidia #NvidiaStock #ProcessingUnits #StanleyDruckenmiller #Technology
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https://www.europesays.com/people/38528/ Jensen Huang Says ‘Not One Company’ Can Match NVIDIA’s Performance Per Dollar. Here’s What Investors Should Know #Broadcom #CUDA #CustomSilicon #Google #GraceBlackwell #inference #JensenHuang #Nvidia #Top10AIStocks
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#Broadcom CEO #HockTan projects #AIchip revenue to exceed $100 billion next year, driven by increasing demand for #customsilicon from large customers like Google, Meta, Anthropic, and OpenAI. The company’s AI revenue more than doubled in the first quarter, reaching $8.4 billion, and is expected to reach $10.2 billion this quarter. https://www.cnbc.com/2026/03/04/broadcom-sees-ai-chip-sales-significantly-over-100-billion-in-2027.html?AIagents.at #AIagent #AI #ML #NLP #LLM #GenAI
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#Google’s #AIinfrastructure boss, #AminVahdat, stated that the company needs to #double its #AIservingcapacity #everysixmonths to meet demand. This is a challenge, requiring a 1000x increase in capability over the next 4-5 years. The focus is on building more reliable, performant, and scalable solutions, leveraging #customsilicon and #efficientmodels. https://www.cnbc.com/2025/11/21/google-must-double-ai-serving-capacity-every-6-months-to-meet-demand.html?eicker.news #tech #media #news
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https://www.europesays.com/ie/180259/ 1 Artificial Intelligence (AI) Semiconductor Stock to Buy Hand Over Fist Before December (Hint: It’s Not Nvidia) #AI #AIAccelerator #AIRevolution #ArtificialIntelligence #ArtificialIntelligence #Broadcom #BroadcomStock #CustomSilicon #Éire #IE #Infrastructure #Ireland #MarketShare #SemiconductorSolutions #Technology
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https://www.europesays.com/ie/168775/ Google just shook up the AI hardware race in a big way #AI #ArtificialIntelligence #ArtificialIntelligence #CustomSilicon #Éire #Google #GoogleCloud #IE #Ireland #Ironwood #Technology
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https://www.europesays.com/ie/158304/ Why Analysts See Marvell’s Growth Story Shifting Amid AI Momentum and New Industry Risks #AI #ArtificialIntelligence #ArtificialIntelligence #CustomSilicon #Éire #IE #Ireland #MarvellTechnology #Target #Technology
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Microsoft tames intense chip heat with liquid cooling veins, designed by AI and inspired by biology - The channels in Microsoft’s new microfluidics design match the heat signatures of... - https://www.geekwire.com/2025/microsoft-tames-intense-chip-heat-with-ai-designed-liquid-cooling-veins-inspired-by-biology/ #artificialintelligence(ai) #hollowcorefiber #sustainability #customsilicon #microfluidics #overclocking #chipcooling #3dstacking #datacenter #greensteel #microsoft #science
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🚨 360K hours saved. $40M reclaimed.
This isn’t another LLM hype piece—this is the real AI stack transformation happening behind the scenes in 2025. 🧠
From Graviton to GPT-4o, the chips now shape the code.
👇 Read how Klarna, JPMorgan, and Samsung rewired their AI engines:
https://medium.com/@rogt.x1997/the-silicon-uprising-how-the-new-ai-stack-is-redefining-everything-from-code-to-commerce-e329a91671ac
#AIInfrastructure #CustomSilicon #CloudAI #NextGenTech
https://medium.com/@rogt.x1997/the-silicon-uprising-how-the-new-ai-stack-is-redefining-everything-from-code-to-commerce-e329a91671ac -
Apple is Working on New Chips for AI Servers, Macs, Smart Glasses
#Apple #CustomSilicon #AI #AIChips #SmartGlasses #Mac #AppleSilicon #AppleChips #FutureTech #AppleIntelligence
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The big rush to custom chips seems to be peaking. While strategic for giants like Apple, soaring costs & complexity have others rethinking. Controlling the software stack is key, but is the DIY approach always worth it?
#CustomSilicon #Semiconductors #TechTrends -
AIMindUpdate News!
🚀⚡️💰 The cloud computing landscape is shifting! Public cloud providers are making their own chips, changing the game for hardware and performance. #CloudChips #CustomSilicon #CloudComputingClick here↓↓↓
https://aimindupdate.com/2025/05/03/cloud-giants-vs-chip-giants-the-silicon-revolution -
Meta Tests First In-House AI Chip, Targeting Nvidia’s Market Dominance
#MetaAI #AIChips #CustomSilicon #Semiconductors #CloudInfrastructure #AITraining
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OpenAI has finalized plans to produce custom AI chips with TSMC by 2026 #AI #OpenAI #AIChips #AIHardware #Nvidia #TSMC #GenAI #CustomSilicon #AIInfrastructure #Semiconductors
https://winbuzzer.com/2025/02/10/openais-first-in-house-ai-chip-design-to-be-ready-this-year-xcxwbn/
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Design Your Own Chip With TinyTapeout - When hackers found and developed ways to order PCBs on the cheap, it revolutionize... - https://hackaday.com/2022/10/23/design-your-own-chip-with-tinytapeout/ #chipscalepackage #customsilicon #silicondesign #tinytapeout #hardware #how-to #asic #fab
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Student Competition Badge Bears Custom Silicon - [Daniel Valuch] shared a fun and record-setting conference badge story (Slovak, tr... - https://hackaday.com/2022/08/09/student-competition-badge-bears-custom-silicon/ #conferencebadge #customsilicon #mischacks #badge
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The Open Source ASICs Hack Chat Redefines Possible - There was a time when all that was available to the electronics hobbyist were pass... - https://hackaday.com/2022/03/18/the-open-source-asics-hack-chat-redefines-possible/ #chipscalepackage #hackadaycolumns #customsilicon #hackchat #asic
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Jack Dorsey’s Payments Company Is ‘Officially Building an Open Bitcoin Mining System’
https://news.bitcoin.com/jack-dorseys-payments-company-is-officially-building-an-open-bitcoin-mining-system/
#Bitcoinminingsolutions #bitcointippingfeature #HardwareTomTempleton #bitcoinminingsystem #Silicondevelopment #Bitcoinsoftware #Bitcoinmining #BTCMiningRigs #customsilicon #Squarefounder #Bitcoin(BTC) #TomTempleton #JackDorsey #BlockInc. #BTCMining #TheBlock #Bitmain #Microbt #Silicon #tipping
