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The custom AI ASIC state of play (May 2026) — Broadcom deals, Google TPUs, Meta MTIA & beyond
Every major hyperscaler now designs its own AI silicon, and the collective investment is accelerating.
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theinformation.com
Amazon’s Nvidia Alternative Starts Winning Over AI Developers
Amazon’s yearslong effort to build a serious alternative to Nvidia’s dominant AI chips is starting to gain traction. Anthropic and OpenAI, which have struck multibillion-dollar…
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tomshardware.com
The custom AI ASIC state of play (May 2026) — Broadcom deals, Google TPUs, Meta MTIA & beyond
Every major hyperscaler now designs its own AI silicon, and the collective investment is accelerating.
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cryptobriefing.com
Anthropic in talks to rent Microsoft-designed AI server chips
Anthropic is negotiating to rent servers with Microsoft's custom 'Athena' AI chips, diversifying beyond Nvidia and reshaping the AI infrastructure landscape.
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Nvidia remains dominant AI chip player despite growing competition
Nvidia holds 81-90% of the AI accelerator market and projects $1 trillion in revenue through 2027. Here's what it means for crypto and AI-linked tokens.
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Anthropic in talks to rent Microsoft AI chips amid rising demand for compute
Anthropic is in early talks to rent Microsoft Azure servers with Maia 200 AI chips, a potential deal that could reshape the custom silicon and AI inference market.