AI Hardware
REDMOND, WA – October 1, 2025 – In a move poised to redefine the future of artificial intelligence, Microsoft (NASDAQ: MSFT) has announced a significant breakthrough in microfluidic cooling for next-generation AI chips. This innovative technology, successfully tested and moving towards production, directly addresses the escalating heat problem that has long threatened
Semiconductor Industry
The semiconductor industry, a bellwether for technological advancement, finds itself at a critical juncture in October 2025. While the insatiable demand for Artificial Intelligence (AI) and High-Performance Computing (HPC) chips continues to fuel robust growth in certain segments, a significant slowdown in Electric Vehicle (EV) investment and broader industrial end
Meta
Meta Platforms (NASDAQ: META) has made a significant strategic move into the burgeoning field of in-house semiconductor design with its acquisition of chip startup Rivos. The news, which broke around September 30, 2025, and was publicly confirmed by Meta's VP of Engineering, Yee Jiun Song, on October 1,
OpenAI
OpenAI, the trailblazer behind ChatGPT, is making a monumental strategic move by developing its own custom Artificial Intelligence (AI) chips. This initiative, driven by a pressing need to reduce its heavy reliance on dominant GPU suppliers like Nvidia (NASDAQ: NVDA) and to optimize performance for its increasingly complex AI models,
Meta
Meta Platforms (NASDAQ: META) has made a significant strategic move to bolster its burgeoning artificial intelligence capabilities and reduce its reliance on external chip suppliers, with the acquisition of chip startup Rivos. The news, breaking on September 30, 2025, signals Meta's intensified commitment to vertical integration in its
AMD
Santa Clara, CA – September 24, 2025 – Advanced Micro Devices (NASDAQ: AMD) found itself in choppy waters following its second-quarter 2025 earnings announcement on August 5, 2025. Despite reporting record revenue, the semiconductor giant saw its shares plummet by over 6% in the immediate aftermath, as investors reacted negatively to the
AI
Modular AI, an innovative startup spearheaded by veterans from Apple and Google, has recently made waves in the financial markets and the broader AI industry with the announcement of a substantial $250 million funding round. This significant capital injection, which occurred on Wednesday, September 24, 2025, is explicitly earmarked for
AI
San Francisco, CA – September 24, 2025 – In a significant development poised to reshape the competitive landscape of artificial intelligence, AI startup Modular has successfully closed a colossal $250 million funding round. This latest capital injection brings Modular's total funding to an impressive $380 million and catapults its valuation
AI Chips
The artificial intelligence (AI) chip market, projected to surge to over $90 billion in 2025, is currently the epicenter of a high-stakes power play between established titan NVIDIA (NASDAQ: NVDA) and rapidly ascending challenger Broadcom (NASDAQ: AVGO). This intensifying competition is reshaping the landscape of AI infrastructure, driving innovation, and
Broadcom
Broadcom (NASDAQ: AVGO) is rapidly solidifying its position as a powerhouse in the artificial intelligence (AI) chip market, announcing a breathtaking 63% year-over-year surge in AI revenue for Q3 2025, reaching an impressive $5.2 billion. This remarkable growth was further underscored by the revelation of a fourth major custom
Broadcom
Morningstar, the respected financial research firm, has significantly upgraded its fair value estimate for Broadcom (NASDAQ: AVGO) from $225 to $325 per share. This substantial revision signals a robust belief in the semiconductor giant's accelerating trajectory within the burgeoning artificial intelligence (AI) chip market. The decision, primarily driven
Broadcom
Broadcom (NASDAQ: AVGO) is poised for a significant acceleration in its Artificial Intelligence (AI) chip business, driven by an anticipated $10 billion in incremental orders expected in the second half of fiscal year 2026. This substantial new business, widely speculated to be from a major new hyperscale customer like OpenAI,