Tagged custom silicon · show all articles
Not a prediction about which company wins — a grounded extrapolation from custom-ASIC growth rates, photonic interconnect adoption, and packaging trends already underway, toward what the rack itself might physically become.
Two of the largest cloud providers in the world run custom AI silicon that Marvell helped design. The company's own name rarely appears next to either chip's.
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.