Amazon Trainium 3: The $225 Billion Chip Bet Threatening NVIDIA’s AI Dominance

By Carter James | Oplexa Insights May 2026 | 18 Min Read Amazon Trainium 3 is no longer a promising challenger. It is a production-deployed, revenue-generating AI chip business with $225

Meta Broadcom AI Chip Deal 2026: 1 Gigawatt MTIA Deployment, 2NM Process Node, and Hock Tan’s Board Exit

By Carter James | Oplexa Insights April 2026 | 07 Min Read KEY TAKEAWAY Meta has signed a landmark AI chip deal with Broadcom, extending their partnership through 2029. 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