The Custom AI Chip Boom Runs Through One Company.
Six companies on earth are designing custom AI chips at hyperscale. Google. Meta. OpenAI. Anthropic. Apple. And one customer Broadcom hasnāt publicly named. None of them is doing it alone. The same designer is behind every one of them. It controls more than 70% of the custom AI silicon market. Broadcom. Googleās TPUs. Metaās MTIA…
