TSMC Starts 2nm AI Chip Production as Demand Soars
TSMC begins mass production of 2nm chips targeting AI workloads, driven by unprecedented demand from major cloud and AI …
8 articles about 'hyperscalers'
TSMC begins mass production of 2nm chips targeting AI workloads, driven by unprecedented demand from major cloud and AI …
Nvidia ramps up H200 GPU deliveries as Microsoft, Google, Amazon, and Meta compete fiercely for AI infrastructure capaci…
Broadcom is developing bespoke AI accelerator chips for three major hyperscaler clients, challenging Nvidia's dominance …
NVIDIA begins shipping Blackwell Ultra B300 GPUs to major cloud providers as AI infrastructure demand hits unprecedented…
NVIDIA begins shipping Blackwell Ultra GPUs to major cloud providers as AI infrastructure demand hits unprecedented leve…
TrendForce raises 2026 capex forecast for 9 major CSPs to $830 billion, with year-over-year growth now projected at 79%.
Broadcom's custom AI chip business is booming as major cloud providers increasingly seek alternatives to NVIDIA's domina…
Broadcom reports 80% year-over-year growth in custom AI chip revenue, signaling a major shift in how hyperscalers approa…