Dossier
custom chips
Coverage of custom chips in the Nexus archive.
- Meta’s stock rebounds as agentic AI coding and custom chips ease spending fears
Meta's stock rebounded following the launch of a new AI model and reports of a significant custom-chip milestone. The company's advancements in agentic AI coding and chip development eased concerns about spending.
- Marvell’s stock has soared ahead of earnings. Why analysts say it’s still ‘underestimated.’
Marvell's stock has risen ahead of its earnings report, with analysts highlighting its leadership in optical connectivity and the growth of custom chips as key drivers for a strong quarter.