AI Semiconductor Competition and Market Dynamics

Analyzes competitive dynamics in AI semiconductors, including NVIDIA's dominance, Broadcom/AMD rivalry, hyperscaler custom chips, and market valuation impacts from infrastructure spending.

The Inference Revolution: How Custom AI Chips Reshape Computing

From hyperscaler ASICs to wafer-scale engines, the economics of inference are driving a fundamental architectural shift.

By KAPUALabs

/ 14 Jun 2026

The Inference Revolution: How Custom AI Chips Reshape Computing

Jensen Huang’s $2 Billion Bet on Marvell: Survival or Strategy?

NVIDIA’s partnership with Marvell reveals a calculated move to embed its standards in the custom silicon future.

By KAPUALabs

/ 12 Jun 2026

Jensen Huang’s $2 Billion Bet on Marvell: Survival or Strategy?

From GPU Monopoly to Multi-Layered Oligopoly: The New AI Chip Order

The semiconductor landscape is shifting from a single dominant player to a fierce battle across training, inference, and edge computing.

By KAPUALabs

/ 12 Jun 2026