Broadcom and TSMC to emerge as big winners in the custom AI chip boom

Nvidia still reigns, but a structural shift toward custom silicon is creating a new hierarchy of winners and laggards, and ...

Jensen Huang Has No Fear Of Custom Chips From Tech Giants Eclipsing GPUs: 'Doesn't Make Sense'

CEO Jensen Huang pushed back against growing market speculation that custom AI chips from cloud providers could overtake ...

Broadcom Deepens AI Role With OpenAI Deal And Hyperscaler ASIC Focus

Broadcom (NasdaqGS:AVGO) has agreed to supply OpenAI with custom AI accelerator ASICs equivalent to 10 gigawatts of compute ...
TMCnet

AGM Group Accelerates Global AI Supply Chain Construction Through Financing

Dr. Zhu pointed out that the explosive growth in global demand for AI computing power has led to a severe imbalance between supply and demand for core hardware — representing a key opportunity for ...

Broadcom Set To Dominate Custom AI Chip Market With 60% Share By 2027, Counterpoint Says

Amazon, Microsoft and Apple are rapidly expanding custom AI chips to power data centers, with shipments expected to triple by 2027 as demand for faster, more efficient AI grows.
Business Insider

AGM Group Launches New Self-Developed Clustered Storage Server ValleyVerse Kraken, Officially Entering the AI Infrastructure Market

NEW YORK, Jan. 14, 2026 (GLOBE NEWSWIRE) -- AGM Group Holdings Inc. (NASDAQ: AGMH), one of the few publicly-listed companies at US market with both Crypto ASIC chip design (“ASIC”) and ...

Broadcom set to retain leadership position as AI server compute ASIC partner through 2027: Counterpoint

Broadcom is set to lead AI server compute ASIC design with 60% share by 2027 as hyperscalers scale TPUs/Trainium/Maia.
Business Insider

From Blockchain to AI: How AGMH Seizes the Opportunities for Industrial Innovation

NEW YORK, Jan. 20, 2026 (GLOBE NEWSWIRE) -- Dr. Zhu Bo, the CEO of AGM Group Holdings Inc. (NASDAQ: AGMH), one of the few publicly-listed companies at US market with both Crypto ASIC chip design ...