Hyperscaler Custom ASICs

In-house silicon designed to fit a single hyperscaler’s workload, software stack, and economics. Manufactured with merchant partners.

Players

Players: Google TPU v5p / v6e (Trillium) / v7 (Ironwood) GOOG, AWS Trainium 2 / Inferentia 2 AMZN, Meta MTIA META, Microsoft Maia 100 / Cobalt MSFT, Apple Silicon (AFM training) AAPL, Tesla Dojo TSLA, OpenAI custom (planned, BRCM-partnered) Private, Alibaba Hanguang BABA, Baidu Kunlun BIDU, Huawei Ascend 910 Private