Browsing: chip

The controversy-plagued hedge fund Situational Awareness just dropped $400 million into chip startupructure bets despite mounting scrutiny. The investment marks one of the largest semiconductor plays this year and shows the fund’s continued conviction in the AI hardware race, even as questions swirl about its operations and strategy

Advanced Micro Devices (NASDAQ:AMD) is trying to solve two problems at once: proving its AI hardware can keep growing as fast as Street expects, and making a case for why that growth alone should justify the stock’s price. On August 6, AMD confirmed a deal to buy Taalas, a Toronto-based startup building specialized silicon for…

Broadcom (NASDAQ:AVGO) has drawn significant market attention in 2026 for its custom AI chips. But the company’s August 6 announcement of new VMware vDefend and Avi Load Balancer capabilities is a reminder that its infrastructure software business, the one built to throw off steady, high-margin cash, is still evolving too. With the stock sitting roughly…