custom chips

Qualcomm

2026-09-08 13:08:26

Qualcomm and Amazon strike multigenerational deal on custom AI data center chips

Qualcomm said on Sept. 8 that it has entered a multigenerational partnership with Amazon to build custom chips for large-scale AI data centers and to work together on AI inference. The companies are also developing optical interconnect solutions at up to 1.6T, along with next-generation technologies beyond that level. As part of the arrangement, Qualcomm plans to deepen its use of Amazon Web Services infrastructure, including Amazon Bedrock, for electronic design automation workloads with the stated goal of shortening chip design cycles. Qualcomm President and CEO Cristiano Amon said accelerating AI demand is pushing data center infrastructure to advance in both compute and connectivity. AWS Vice President Prasad Kalyanaraman said the agreement builds on an established partnership and is aimed at delivering infrastructure that is more efficient and more cost-effective for customers.

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Qualcomm

2026-09-08 13:03:14

Qualcomm rises nearly 10% premarket after multi-generation deal with Amazon

Qualcomm shares rose nearly 10% in premarket trading on Sept. 8, according to market data from BIT (bit.com), after the company announced a multi-generation product agreement with Amazon. The deal is aimed at bringing customized chips into mass production for large-scale AI data centers, with the two companies also working together on AI inference technology. Qualcomm said it will provide Amazon with warrants for up to 25 million shares. The companies are also developing an optical interconnect solution with transmission speeds of up to 1.6T. The move put Qualcomm in focus before the open as investors reacted to the scale of the partnership and its AI data center angle.

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Nvidia

2026-08-26 21:49:50

Huang Renxun says frontier AI labs will remain long-term Nvidia customers

Nvidia CEO Jensen Huang said frontier AI laboratories will remain long-term customers of the company even as the broader industry moves toward developing custom chips. The remark points to Nvidia’s continued position with leading AI labs at a time when chip buyers are exploring in-house or tailored silicon strategies. Huang’s comments, cited by ChainCatcher, focused on the relationship between the shift to custom chip development and Nvidia’s customer base among top-tier AI research groups. No additional details were provided in the report.

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Google

2026-08-20 00:43:49

Google signs custom AI chip deal with Marvell, with warrants tied to a potential $12.18 billion investment

Google has signed an agreement with semiconductor design company Marvell for the development and supply of custom AI chips. Marvell also granted Google warrants for about 59 million common shares. If Google exercises all of the rights, the investment value would reach $12.18 billion. The deal calls for phased warrant grants based on Google’s purchases from Marvell, with most of the rights unlocked in increments tied to every $500 million of product purchases. Marvell said it will supply custom chips for Google, including AI inference accelerators, storage and networking interfaces, memory interface controllers and near-memory computing products. Google previously worked mainly with Broadcom on TPU and AI infrastructure chips under a joint development agreement that runs through 2031, and the new deal does not replace that arrangement.

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Marvell Techn

2026-08-20 00:33:01

Marvell expands Google custom chip deal, discloses warrant tied to future purchases

Marvell Technology disclosed in a filing with the U.S. Securities and Exchange Commission that it has expanded its custom semiconductor partnership with Google. The companies signed a commercial agreement on July 29 covering products tied to Google’s TPU ecosystem, including AI inference accelerators, storage controllers, network interface controllers, memory interface controllers, and near-memory computing products. As part of the arrangement, Marvell issued a warrant to Google that allows it to buy up to about 58.97 million shares of Marvell common stock at $206.58 per share, implying a total exercise value of roughly $12.2 billion. Around 1.36 million shares will vest on a time basis during the first year, while the rest will vest in tranches based on future revenue from Google’s purchases of custom products, with one tranche vesting for every $500 million in revenue. The vesting schedule can run through fiscal 2033, with a potential cumulative revenue cap of about $120 billion. After the disclosure, Marvell shares jumped more than 11%, while rival Broadcom shares fell. The report said the move strengthens Marvell’s position in custom chips for hyperscale cloud customers.

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Anthropic

2026-08-05 13:03:06

Anthropic Confirms In-House Chip Team to Design Custom AI Chips for Claude

Anthropic has confirmed that it is assembling an in-house silicon chip team to design custom chips for its Claude AI models, according to a Business Insider report cited by TechFlow on August 5. The firm's confirmation comes against a backdrop of surging demand for Claude, which Anthropic says requires faster and more efficient deployment at customer scale. To achieve that, the company plans to co-design hardware with models, making it possible for Claude to run with improved performance. Anthropic also outlined a 'multi-chip approach,' under which hardware from Amazon Web Services, Google, Nvidia, and AMD will remain at the core of its scaling efforts. The announcement follows earlier reports about Anthropic's chip ambitions, including talks with Samsung Electronics about potential manufacturing cooperation. With the new team, Anthropic intends to design custom silicon tailored to Claude, while still leveraging commercial chips from multiple vendors. The news was first reported by Business Insider and then covered by TechFlow on August 5.

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AI chips

2026-07-02 04:31:11

Former Intel Chief Architect Raja Koduri's AI Chip Startup Oxmiq Raises $35M, Samsung and Fudomo Lead

Oxmiq, an AI chip startup founded by former Intel chief architect Raja Koduri, has closed a $35 million funding round led by Samsung Catalyst Fund and Fudomo, with participation from MediaTek and Pegatron Venture Capital, bringing its total funding to $60 million. The company aims to integrate GPU, CPU, and tensor engines into a single IP module for licensing, and is developing a chiplet-plus-memory unified computing architecture. Oxmiq targets the custom chip market, competing directly with Broadcom, Marvell, and MediaTek. Koduri stated that Oxmiq's goal is to become 'the next ARM.' The new funds will be used to complete initial IP development, bring it to market, and expand the engineering team.

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