Google Cloud Next 2026 Complete Breakdown: TPU v8 Sunfish, Zebrafish, Gemini Enterprise & Marvell Deal

By Carter James | Oplexa Insights April 22, 2026 | 20 Min Read Google Cloud Next 2026 is not a product launch event. It is a platform declaration. The conference runs

Broadcom Google TPU Deal 2026: Why the 5-Year Contract Changes Everything

By Mitthan Meena | Oplexa Insights April 2026 | 11 Min Read Five years. One contract. And a message to every chip company in the world: Google is not going

Samsung Memory Chip AI: The $26.9B Quarter That Changes Everything

By Mitthan Meena | Oplexa Insights Mar 2026 | 18 Min Read Everyone is watching NVIDIA. Nobody is watching the company that makes NVIDIA possible. Samsung just delivered what may

Custom ASIC Market 2026: Why Hyperscalers Are Ditching NVIDIA

By Carter James | Oplexa Insights Mar 2026 | 18 Min Read NVIDIA built a $4.6 trillion empire selling one product: the world’s most powerful AI chip. But the companies

Micron’s $25B Bet: Why AI Memory Is the Next Semiconductor Gold Rush

By Carter James | Oplexa Insights Mar 2026 | 16 Min Read What if the real AI bottleneck was never the GPU? While the world debated NVIDIA vs AMD and custom

NVIDIA Intel $5B Deal: Why the AI Chip War Just Changed Forever

By Carter James | Oplexa Insights Mar 2026 | 12 Min Read What happens when the two most iconic rivals in semiconductor history stop competing and start building together? The

Broadcom’s $100 Billion Bet: The AI Chip War That Will Define 2027

By Carter James | Oplexa Insights Mar 2026 | 11 Min Read The semiconductor industry is witnessing one of its most significant structural shifts in decades. Broadcom has made a