#custom silicon — FinScans

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OpenAI Claims New Chips Outperform Nvidia in Tests, Pressuring NVDA

August 25, 2026 (31 days ago)

OpenAI reports its custom AI silicon beats Nvidia processors in tests, threatening Nvidia's AI chip leadership and pressuring semiconductor ETFs.

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Nvidia's $1 Trillion AI Chip Market Draws Rivals and Partners

August 24, 2026 (32 days ago)

Nvidia's trillion-dollar AI accelerator market is drawing direct rivals from AMD to hyperscaler custom ASICs, while foundry and supply partners capture incremental…

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Google Secures Right to Buy Up to $12.2B in Marvell Shares

August 19, 2026 (37 days ago)

Google's $12.2B share purchase right in Marvell underscores AI chip demand and strategic partnership, boosting Marvell's outlook.

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Microsoft Plans AI Chip Production Boost, Threatening Nvidia's Dominance

August 10, 2026 (46 days ago)

Microsoft’s reported AI chip production boost threatens Nvidia’s dominance and reshapes semiconductor dynamics as cloud giants move toward custom silicon.

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