Broadcom Launches Next-Generation Low-Power AI Chip to Support High-Speed Optical Networks


Google is collaborating with Marvell to develop two custom AI chips, aiming to reduce its reliance on NVIDIA and strengthen its cloud service competitiveness. This move highlights the intense competition among tech giants in the computing power sector.
AI chip company Cerebras has reached a major three-year deal worth over $1 billion with OpenAI, doubling the scale of the agreement from the beginning of the year, showing OpenAI's high trust in its technology. OpenAI has committed to provide approximately $1 billion in support for Cerebras to develop data center systems and has obtained a maximum of 10% of minority equity warrants, deepening the strategic cooperation.
Japanese semiconductor company Rapidus has launched a new packaging pilot line in Chitose City, Hokkaido, using 600mm x 600mm glass substrate technology, which increases the yield of intermediate layers per board by ten times, aiming to significantly improve AI chip production efficiency.
Andy Jassy, CEO of Amazon, revealed that the company is considering adjusting its self-developed chip strategy and plans to directly sell AI chips and related rack systems to third parties, shifting from 'renting computing power' to 'selling hardware', challenging NVIDIA's position in the AI chip market.
Anthropic is evaluating the development of its own AI chip to address the surge in demand for the Claude model in 2026, enhance control over computing power, and reduce reliance on external suppliers. The company's annualized revenue has exceeded $30 billion, driving its strategic transformation with strong performance.