The shift toward custom processors in AI hardware is opening the door for these stocks to challenge Nvidia's dominance.

The valuations of artificial intelligence (AI) companies are surging, but their growth is more than just hype.

Broadcom and Marvell are sitting on a lucrative opportunity in custom AI chips, which are in high demand. Both of these companies have a strong customer base and expect AI revenue to accelerate.

The Nvidia partnership will enable Marvell to integrate its custom AI chips with Nvidia's AI networking and other AI-enabling technologies. Marvell is reportedly in talks with Alphabet's Google to ...

Marvell Technology (MRVL) and Broadcom (AVGO) both dominate AI data center chip manufacturing with custom ASICs for hyperscalers. Of the two, there’s a clear winner when you do a head-to-head ...

However, GPUs have been losing ground to another type of chip known as application-specific integrated circuits (ASICs). These ASICs, popularly known as custom processors, are designed for specific ...