Big Tech is shifting from Nvidia GPUs to custom AI chips to reduce inference costs and improve efficiency at scale. Broadcom and Marvell are leading the custom silicon boom, designing chips for Google, Meta, and OpenAI. Tucked away on Microsoft's Redmond campus is a lab full of machines probing the basic building block of the digital age: Silicon. (NASDAQ: AMD) is preparing to launch the next generation of its AI accelerators in the second half of 2026, introducing the Instinct MI450 alongside the Helios rack-scale platform (MI455X), both part of the MI400 series. Frontier AI attracts hundreds of billions in global investment, with governments and hyperscalers racing to lead in domains like drug discovery and autonomous infrastructure. Recent reports from The Information reveal that Apple (AAPL) is taking a significant step in the AI race by developing its first server processor specifically tailored for artificial intelligence applications.
AMD (NASDAQ: AMD) is set to launch its MI400-series AI accelerators in 2H 2026. Analysts expect the rollout to drive significant growth, with data-center revenue projected to surge 73%, fueled by strong
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Cloud and AI providers, whether Google, AWS, Microsoft, OpenAI, ByteDance or Apple, are accelerating AI Server Compute ASIC-based server
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Maia and Cobalt are new custom silicon chips built by Microsoft for the era of artificial intelligence. Microsoft is using these chips to overhaul its Azure
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The chips will nestle onto custom server boards, placed within tailor-made racks that fit easily inside existing Microsoft datacenters. The hardware will work hand in hand with software – co
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NVIDIA CPU platforms provide the foundation for modern AI infrastructure and AI factories. As the host for accelerated computing, orchestrate the data movement,
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Microsoft unveiled Maia for accelerating AI inferencing and a custom Arm-based chip, Cobalt, for general-purpose computing at its Ignite conference. The chips will be available on
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What is AWS Graviton? The custom chip powering applications for 90,000 customers Amazon designed Graviton chips to make cloud computing faster, cheaper, and more energy efficient.
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Powering a new era of computing, NVIDIA today announced that the NVIDIA Blackwell platform has arrived — enabling organizations everywhere to
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Microsoft''s custom AI chip project, codenamed ''Braga,'' faces a significant setback with a six-month delay into 2026 and performance expected to
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Broadcom has emerged as a pivotal player in the rapidly growing AI and semiconductor sectors, and its collaboration with Apple to develop custom AI server chips underscores its role in...
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The company will start selling its Trainium3 processors as AI companies are looking to diversify their supply of data-center chips.
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To meet the demands of massive AI models, lower latency, and higher computing efficiency, companies are increasingly turning to custom AI chips
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Arm introduces the Arm AGI CPU to power agentic AI infrastructure with rack-scale performance, efficiency and scalable compute for next-generation data centers.
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The Maia 200 deployment demonstrates that custom silicon has matured from experimental capability to production infrastructure at hyperscale.
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AWS designs P6e-GB200 UltraServers with custom cooling solution for Nvidia GPUs used in AI workloads, surpassing other companies in thermal support.
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Microsoft on Wednesday announced a duo of custom-designed computing chips, joining other big tech firms that - faced with the high cost of
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The AWS Trainium Family Trainium1 The first-generation AWS Trainium chip powers Amazon Elastic Compute Cloud (Amazon EC2) Trn1 instances, which have up to 50% lower training costs than
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Broadcom is rapidly scaling its custom AI chip business, with CEO Hock Tan detailing a US$73 billion AI backlog, major new ASIC customers, and
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Meta is expanding its use of in-house AI silicon and has agreed to keep Broadcom as a long-term partner for design and manufacturing of its custom Training and Inference Accelerators, or
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Over the next several years proliferation of custom CPUs based on the Arm ISA inside AI servers will increase to 90%, leaving x86 and Arm around 10%, according to Counterpoint Research.
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This report characterizes the AI chips for data centers and cloud markets, technologies, and players. Coverage across current and emerging chip types,
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A custom server chip The long-term goal with Rivos, Kumar said, is to build chips primarily for servers that can handle intensive data analytics and AI
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Google Cloud on Wednesday announced that its eighth generation of custom-built AI chips, or tensor processing units (TPUs), will be split in two. One chip, named the TPU 8t, will be
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Custom AI chips are replacing Nvidia GPUs for inference. Here''s how Big Tech is shifting — and which companies benefit most.
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Qualcomm announced that it will release new AI accelerator chips. Nvidia has dominated the market for AI chips, with AMD seen as the second
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