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Browsing Tag

tag: Semiconductor

2 posts
MMicrosoft
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MSFT’s AI Pivot Could Be a Bigger Win for AI Infra ETFs Than OpenAI Bets – Microsoft (NASDAQ:MSFT)

  • July 30, 2026
For ETF investors, that could strengthen the case for funds focused on the AI infrastructure ecosystem. AI Infrastructure…
OOpenAI
Broadcom's 50‑Year Playbook Gets A Radical Rewrite — Thanks To OpenAI, Google, Meta
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Why OpenAI’s Jalapeño Is Really A Broadcom Story – Broadcom (NASDAQ:AVGO)

  • June 24, 2026
OpenAI unveiled Jalapeño, its first custom AI accelerator, on Wednesday. The chip was designed specifically for large language…
AI Europe
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