Tag: custom silicon

Qualcomm Just Handed Amazon $4 Billion in Warrants to Sell It $60 Billion in Chips — the AI Silicon Game Just Changed

Qualcomm Just Handed Amazon $4 Billion in Warrants t...

Allan Ali

Sep 08, 2026

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11

Qualcomm handed Amazon $4 billion in warrants to buy up to $60 billion of AI ...

OpenAI Just Showed Nvidia's 75% Margin A Door, And It's Walking Through With A Jalapeño

OpenAI Just Showed Nvidia's 75% Margin A Door, And I...

Allan Ali

Aug 29, 2026

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17

OpenAI's custom Jalapeño inference chip posted up to 1.9x more throughput per...

Google Just Handed Marvell a $12.2 Billion Warrant — and the AI Chip Race Just Changed Direction

Google Just Handed Marvell a $12.2 Billion Warrant —...

Allan Ali

Aug 19, 2026

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9

Google signed Marvell to design custom silicon for its TPU ecosystem and took...

Microsoft Is Ordering 300,000 of Its Own AI Chips — and the Chip Market Just Changed

Microsoft Is Ordering 300,000 of Its Own AI Chips — ...

Allan Ali

Aug 10, 2026

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8

Microsoft is ramping up production of its in-house Maia 300 AI chip, in talks...

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