Hock Tan, CEO of the American semiconductor company Broadcom, recently stated at an investor conference that the investment boom in artificial intelligence (AI) by tech giants is expected to continue until the end of this century. He emphasized that despite global economic challenges, spending in the AI sector is rapidly increasing, indicating strong market demand. Image source note: The image is generated by AI, image provided by the service provider Midjourney. Hock Tan pointed out at the conference that tech companies are 'fully investing' in

In a recent earnings call, Broadcom CEO Hock Tan shared an optimistic outlook for the future AI chip market, predicting that the company’s revenue in this area will see significant growth by 2027. According to him, the serviceable addressable market (SAM) for Broadcom's AI-related products and network services is expected to be between $60 billion and $90 billion. Tan also revealed that Broadcom is currently collaborating with three major hyperscale customers.

Broadcom made a shocking prediction during its earnings call, stating that by 2027, the company could have a market opportunity in the artificial intelligence (AI) chip sector ranging from $60 billion to $90 billion. This forecast signals that the AI boom in the semiconductor industry is surpassing industry giant NVIDIA. Broadcom CEO Hock Tan mentioned that three major hyperscale cloud computing clients plan to deploy over 1 million XPU clusters in the coming years. Image Source Note: Image generated by AI, image licensed.

Apple is quietly laying the groundwork for the 'heart' of artificial intelligence—server chips. According to The Information, citing three informed sources, Apple is collaborating with semiconductor giant Broadcom to secretly develop its first server chip specifically designed for handling AI applications. This move indicates that Apple's ambitions in the field of artificial intelligence are rapidly expanding. Renowned for its self-designed chips, Apple’s 'Apple Silicon' series is primarily manufactured by TSMC and is widely used in iP

According to reports, Apple is collaborating with chip giant Broadcom to develop a custom server processor specifically designed to support AI services and features in its operating systems. This project is codenamed 'Baltra' and is expected to enter production in 2026. Currently, there are relatively few details about this project. At this year's developer conference, Apple's Senior Vice President of Software Engineering Craig Federighi stated that Apple's intelligent technology would run simultaneously on local devices and private cloud servers, which would be provided by Apple.

In a recent Reddit Q&A, OpenAI CEO Sam Altman admitted that insufficient computing power is one of the main reasons the company is unable to frequently launch new products. He stated that the current AI models are becoming increasingly complex, and OpenAI faces many constraints and difficult decisions on how to allocate computing resources to implement numerous excellent ideas. Reports suggest that OpenAI has encountered difficulties in obtaining sufficient computing infrastructure.

OpenAI officially announces its entry into the AI chip sector through collaboration with chip giant Broadcom, planning to develop its first custom AI inference chip. This strategic move not only marks a significant step towards supply chain autonomy for OpenAI but also targets NVIDIA's current dominance in the AI chip market. According to Reuters, OpenAI has assembled a specialized R&D team of about 20 members, including the chief engineer who participated in the development of Google's Tensor processors. The project will be led by Broadcom for chip design and TSMC for manufacturing.

According to a report by The Information, leading artificial intelligence company OpenAI is actively exploring the development of its own AI chips. This move not only demonstrates OpenAI's ambition in technological innovation but also reflects the current pressure on chip supply in the AI industry. The report reveals that OpenAI has engaged in talks with chip manufacturing giant Broadcom to discuss plans for developing new AI chips. This development indicates that OpenAI is seriously considering

Recently, as reported by The Information, the prominent generative AI application giant OpenAI is in talks with several chip design companies, including Broadcom. The focus of these discussions is the development of new AI chips. OpenAI is exploring the possibility of manufacturing its own AI chips, a move that could not only achieve efficient integration of software and hardware but also alleviate the current shortage of AI chips.Image source note: Image generated by AI, licensed service provid

Reports indicate that OpenAI is in discussions with Broadcom and other chip design companies to jointly develop a new type of AI server chip. This initiative, led by OpenAI CEO Sam Altman, aims to enhance the company's computing power for AI development. The project is seen as a response by OpenAI to address the current shortage of graphics processing units (GPUs) required for AI model development, which are primarily supplied by Nvidia.Image source note: The image was generated by AI, and the a

Broadcom raised its annual revenue forecast for chips that assist artificial intelligence efforts by 10% on Wednesday and announced a stock split to address the surge in its share price this year. The chipmaker, headquartered in Palo Alto, California, saw its stock rise 12% in extended trading.

1. Broadcom unveiled the 5nm 200G/channel PAM chip BCM858222 at ECOC 2023, which integrates a laser driver with leading PAM-4 modulation performance. 2. The BCM85822 enables a switching capacity of 51.2T, enhancing data center network density. 3. The new chip helps achieve the goal of 200G for both electrical and optical links. 4. The BCM85822 facilitates the migration of AI workloads from 800G to 1.6T.

Google is considering the independent production of Tensor Processing Units (TPUs) to reduce its reliance on Broadcom, aiming to save significant costs. This move aligns Google with giants like Amazon and Microsoft, who are also developing their own AI chips, potentially saving billions of dollars annually. A pricing strategy stalemate with Broadcom may lead to completely self-developed TPUs. Amazon and Microsoft are also actively advancing their own AI chip development to enhance AI capabilities. A Google spokesperson stated that there are currently no plans to change the partnership relationship with Broadcom.

Google stated that its partnership with Broadcom will not change as it considers designing its own chips called tensor processing units. Google has been increasing its chip investments to catch up with Microsoft, and Broadcom is seen as the second largest beneficiary of the generative AI boom, as major tech companies have been accelerating the development of custom chips in recent years.