Broadcom and Marvell Post Record Revenues as Custom AI Chips Reshape Data Centers

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This announcement underscores Intel's pivot from general-purpose laptop chips to custom gaming SoCs, a trend that may reduce reliance on discrete GPUs for portable gaming—potentially freeing up higher-end GPUs for AI or blockchain workloads. In a bearish crypto market with extreme fear (F&G 12), non-crypto hardware news is largely ignored, but it adds a data point for the long-term trajectory of gaming-adjacent crypto projects like Immutable X or Flow.

Intel formally announced its first custom handheld gaming chips, the Arc G3 and Arc G3 Extreme, with Acer using the Arc G3 in a device.