Tagged Broadcom · show all articles
Not one challenger, one strategy. A synthesis of eight genuinely different approaches to competing with Nvidia — merchant GPUs, custom ASICs, wafer-scale bets, and in-house hyperscaler silicon — and which approach actually has traction in 2026.
Nvidia versus AMD gets the headlines. The rivalry that decides which hyperscalers can build competitive custom silicon at all runs between two quieter companies most readers couldn't name.
Google's TPU, and at least five other hyperscalers' custom accelerators, share a co-designer almost nobody outside the industry can name.
OpenAI's custom-accelerator agreement with Broadcom is larger than any other single deal in this cohort by power commitment. This briefing works through the numbers, the timeline, and what building at this scale actually requires.