Qualcomm’s custom ASIC turn is not coming out of nowhere
Qualcomm has a strong quarter and points to custom silicon.
Google TPU roadmap & custom silicon scaling
Standing up to its main supplier.
Meta’s AI chips epitomize hybrid hyperscalers
MTIA targets inference at scale agnostically.
Broadcom’s $100B custom silicon bet
Company experiencing robust custom chip demand.
Ironwood chetyorka: Google, Broadcom, MediaTek, and TSMC
It takes a village to build an AIP farm.
Why, with 137 competitors already in the field, would OpenAI go custom?
Latest AIP partnerships announced
With 120 to choose from, OpenAI wants a different one
OpenAI commissions Broadcom to build YAAIP (yet another AI Processor).