custom chips
30 articles about custom chips in AI news
DeepSeek seeks fresh $71B round weeks after $7B close
DeepSeek seeks $71B valuation round weeks after $7B close. Capital for data centers and custom chips to sustain 11x cheaper pricing than GPT-5.5.
DeepSeek, Zhipu AI Build Custom Inference Chips to Cut GPU Dependency
DeepSeek and Zhipu AI are developing custom inference chips to cut GPU costs. China's domestic chip budget share hit 46% in July 2026.
Anthropic Considers Custom AI Chips, Following Google & OpenAI
Anthropic is reportedly considering developing custom AI chips, a strategic move to gain control over its compute infrastructure and reduce costs. This follows similar initiatives by Google, Amazon, and OpenAI.
Google Opens TPU Sales to Select Customers, Raises Capex Forecast
Google sells TPUs to select customers, raising capex forecast for Q1 FY2026, monetizing in-house chips beyond Cloud.
Google, Marvell in Talks to Co-Develop New AI Chips, Including TPU-Optimized MPU
Google is reportedly in talks with Marvell Technology to co-develop two new AI chips: a memory processing unit (MPU) to pair with TPUs and a new, optimized TPU. This move is a direct effort to bolster Google's custom silicon stack and compete with Nvidia's dominance.
Nvidia's Jensen Huang Dismisses Custom AI Chip Threat: 'Science Projects' Versus 'AI Factories'
Nvidia CEO Jensen Huang confidently dismissed concerns about custom AI chips challenging Nvidia's dominance, framing competitors' efforts as 'science projects' while Nvidia builds revenue-generating 'AI factories' with a complete platform approach.
Google's $1.9 Trillion Vertical Integration Strategy: Building an AI Empire from Chips to Power Grid
Google is investing $1.9 trillion over the next decade to control every layer of the AI stack, from custom TPU chips to power infrastructure. This vertical integration strategy creates a competitive moat that could reshape the entire AI industry landscape.
MediaTek Targets $2B AI Chip Sales, $80B Custom ASIC Market
MediaTek projects $2B+ AI chip sales in 2026, targets 15-20% of an $80B custom ASIC market by 2027, backed by a $5B board-approved supply chain investment.
Apple Asks Trump to OK Chinese Memory Chips; Micron Warns of Industry Collapse
Apple asked Trump to approve Chinese memory chips; Micron warns it could destroy US industry. Prices quadrupled, margins exceed 80%.
Meta Custom AMD MI400 Half-Size Chip Targets RecSys, 144GB HBM
Meta custom AMD MI400 half-size chip uses 144GB HBM, targeting recsys workloads for lower cost and power.
zAI Completes 1-Gigawatt AI Data Center Without Nvidia Chips
zAI built a 1GW AI data center in China with no Nvidia chips, using only domestic silicon. It supports frontier GLM model development and has begun operations.
Japan to Buy 27,500 Nvidia Rubin Chips for Robot AI
Japan to buy 27,500 Nvidia Rubin chips for sovereign robot AI model, signaling strategic push in embodied intelligence.
US Allows ZTE to Buy Nvidia H200 AI Chips, Joining Alibaba, Tencent
US authorized ZTE to buy Nvidia H200 AI chips, joining Alibaba, Tencent, ByteDance in accessing Hopper architecture under targeted export controls.
Amazon Designs Custom AI Silicon for Future Devices, Panay Says
Amazon hardware chief Panos Panay confirmed Amazon is designing its own end-to-end silicon for some devices, signaling a strategic push into custom AI hardware.
Anthropic Explores Custom AI Chip with Samsung
Anthropic is discussing a custom AI chip with Samsung, per The Information. The move follows OpenAI's Jalapeño chip and signals growing vertical integration in AI hardware.
Amazon Opens Trainium Chips to Outside Data Centers, Targeting Nvidia's Core Business
AWS AI chief Peter DeSantis confirmed Amazon is negotiating to sell Trainium chips externally for the first time, backed by Andy Jassy's estimate of a $50B annual revenue potential. With Trainium3 sold out, Trainium4 pre-booked, and Anthropic and OpenAI already running gigawatts of Trainium capacity
Qualcomm Launches AI Data Center Program With Hyperscaler Customer
Qualcomm launched an AI data center program with a major hyperscaler customer, targeting inference workloads. Financial terms and partner identity undisclosed.
Google’s Virgo network interconnects 134K TPUv8t chips at 47 Pbps
Google's Virgo network interconnects 134,400 TPUv8t chips at 47 Pbps, targeting large-scale training clusters.
Qualcomm Ships Hyperscaler Custom Silicon by December 2026
Qualcomm is developing custom silicon for an unnamed hyperscaler, with shipments expected December 2026, marking its most concrete data-center comeback move.
SemiAnalysis: NVIDIA's Customer Data Drives Disaggregated Inference, LPU Surpasses GPU
SemiAnalysis states NVIDIA's direct customer feedback is leading the industry toward disaggregated inference architectures. In this model, specialized LPUs can outperform GPUs for specific pipeline tasks.
Google's Virgo Network Links 134,000 TPU v8 Chips with 47 Pbps Fabric
Google unveiled its Virgo networking stack for TPU v8, capable of linking 134,000 chips in a single fabric with 47 petabits/sec of bi-sectional bandwidth. This represents a massive scale-up in interconnect technology for large-scale AI model training.
Broadcom to Manufacture Google TPU Chips in Foundry Partnership
Google has licensed its Tensor Processing Unit (TPU) intellectual property to Broadcom for chip fabrication. This allows Google to earn from its IP while Broadcom manages the complex hardware build and networking integration.
Apple's Neural Engine Jailbroken: Researchers Unlock Full Training Capabilities on M-Series Chips
Security researchers have reverse-engineered Apple's Neural Engine, bypassing private APIs to enable full neural network training directly on ANE hardware. This breakthrough unlocks 15.8 TFLOPS of compute previously restricted to inference-only operations across all M-series devices.
Samsung Wins $200B Broadcom AI Chip Deal, Foundry Bet Pays Off
Samsung wins $200B Broadcom AI chip deal, boosting foundry push against TSMC. Partnership covers custom AI chips for data centers.
Google Splits TPU Line: 8t for Training, 8i for Inference
At Cloud Next 2026, Google introduced two new AI chips — TPU 8t for training and TPU 8i for inference — splitting its custom silicon for the first time. OpenAI, Anthropic, and Meta are buying multi-gigawatt TPU capacity, signaling a crack in NVIDIA's 81% market share.
AWS CEO: All Latest Anthropic Models Trained on Amazon Trainium
Amazon Web Services CEO Matt Garman stated that all of Anthropic's latest AI models are trained on AWS's custom Trainium chips. This confirms the deepening technical and strategic integration between the AI lab and its primary cloud investor.
TILERT Boosts Blackwell Decode 1.9x, Pressures Groq/Cerebras
TileRT AI's TILERT claims 1.9x decode interactivity on NVIDIA Blackwell at same cost, pressuring Groq/Cerebras/SambaNova. Claim unverified, but if real, erodes custom-chip value.
US Lawmaker Pushes Enforced Chip Export Due-Diligence Rule
A US House member urges enforcement of Biden-era export controls requiring chipmakers like Nvidia and AMD to vet customers. The October 2022 rule exists but lacks enforcement teeth.
Nvidia Vera CPU Hits SPECrate 2026: 1.7× AMD Epyc 9755
Nvidia's Vera CPU scored 1.7× SPECrate integer 2026 vs AMD Epyc 9755. First custom core for agentic AI, H2 2026 release.
Zhipu AI Builds 1GW China-Only Data Center, Acquires Compiler Startup
Zhipu AI builds 1GW all-domestic chip data center, acquires compiler startup, explores custom AI chip development to decouple from Nvidia.