ChatGPT and Beyond with Fexingo · 2026-07-11 · 10 min
Lucas and Luna explore the accelerating trend of big tech companies designing their own custom AI chips, moving away from reliance on NVIDIA and other merchant silicon. With NVIDIA's stock up nearly 8% in a week and Broadcom also surging, they examine what this means for the chip market and investors. They dive into specific examples like Meta's latest chip push and Google's TPU strategy, and discuss how the economics of inference is driving this vertical integration. A must-listen for anyone tracking AI infrastructure and semiconductor stocks. #CustomAIChips #Semiconductors #NVIDIA #Meta #Google #TPU #AIInference #TechStocks #NVDA #AVGO #Broadcom #VerticalIntegration #Technology #FexingoBusiness #BusinessPodcast #AIInfrastructure #ChipDesign #LucasAndLuna Keep every episode free: buymeacoffee.com/fexingo
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