#CustomSilicon
LightNews LightNews
thedailytechfeed.com
Apple pours $11B+ into fiscal 2026 R&D—AI and innovation in full throttle. #Apple #R&D #AI #Innovation #TechInvestment #CustomSilicon https://thedailytechfeed.com/apples-rd-budget-soars-by-11-2b-in-fiscal-2026/
November 3, 2026 at 2:50 PM
gadgetry.bsky.social
Google has released a PyTorch migration tool for moving AI workloads off Nvidia GPUs. Amazon offers a comparable route. The key test is numerical behaviour and throughput on custom silicon. #PyTorch #NvidiaGPUs #CustomSilicon
Google has released a PyTorch migration tool for moving AI workloads off Nvidia GPUs. Amazon offers a comparable route.
October 20, 2026 at 7:04 PM
pcmasterinsider.bsky.social
Microsoft unveils its third-generation Maia 300 custom AI chip as it builds out multi-gigawatt data center capacity for Azure.

https://pcmasterinsider.com/microsoft-maia-300-custom-ai-chip/

#Microsoft #AI #CustomSilicon #Azure
Microsoft Unveils Maia 300 Custom AI Chip to Reduce Nvidia Reliance
Microsoft announces the Azure Maia 300 custom AI accelerator, targeting multi-gigawatt deployments to expand in-house hardware capability.
pcmasterinsider.com
October 19, 2026 at 5:17 AM
nile11.bsky.social
Ricursive Intelligence Targets AI Chip Design Compute Crisis
..................
https://nile1.com/ricursive-intelligence-targets-ai-chip-design-compute-crisis/
..................
#aiChipDesign #alphachip #annaGoldie #azaliaMirhoseini #computeDemand #customSilicon #electronicDesignAutomation #reinfor
1792027718_55590280204_c3c082685c_o.jpg
October 15, 2026 at 1:30 AM
wealthwise-dca.bsky.social
Microsoft unveiled its Maia 300, a custom AI inference accelerator scheduled for deployment in 2027.

#MSFT #Microsoft #Maia300 #AIChips #CustomSilicon
October 13, 2026 at 11:30 AM
wealthwise-dca.bsky.social
Broadcom is reportedly exploring more than $50 billion in financing to fund OpenAI’s purchases of custom AI chips the companies are developing together.

#AVGO #Broadcom #OpenAI #AIChips #CustomSilicon
October 9, 2026 at 11:30 AM
wealthwise-dca.bsky.social
Marvell Technology raised its FY2028 revenue target to about $20 billion, up from $18 billion previously and above the $18.2 billion analyst consensus, as AI-driven demand for data-center connectivity and custom silicon accelerates.

#MRVL #Marvell #AI #ArtificialIntelligence #CustomSilicon
October 7, 2026 at 1:01 PM
edsonbellido.bsky.social
1/4 🌶️ OpenAI's Jalapeño ASICs run on AMD EPYC Turin hosts, not Nvidia's Vera. Each host packs 1.5TB of memory. VP Richard Ho: Vera standalone is 'a little bit behind… on that maturity level.' Pragmatism beat platform loyalty. #Semiconductors #CustomSilicon
SemiRecap Infographic [HARDWARE_DEEP_DIVE]: OpenAI Deploys Jalapeño ASICs on AMD Turin Hosts. A clean 2.5D vector cartoon tech illustration on a solid pure white background (#FFFFFF). Center: an OpenAI Jalapeño ASIC (Deep Maroon #450d16 body, warm gold pins) mounted on a carrier board directly beside an AMD EPYC Turin host CPU die labeled 'AMD EPYC TURIN HOST', with cyan bus traces running between the ASIC and the host and fanning out to four DIMM stacks labeled '1.5TB HOST MEMORY'. Both chips sit inside an open server rack chassis labeled 'RACK SCALE DEPLOYMENT' with stacked compute trays above. To the right, a greyed out Nvidia Vera CPU chip with a dashed outline sits outside the rack, labeled 'VERA STANDALONE: LESS MATURITY', visually excluded from the data path. Minimal clean structural labels, amber gold traces, no clutter.
October 7, 2026 at 1:00 PM
edsonbellido.bsky.social
Richard Ho, OpenAI's head of hardware, calls the timeline a new baseline. Companies are already knocking on OpenAI's door to learn the method. Design cycle speed is now a competitive variable in custom silicon. #Semiconductors #CustomSilicon
October 1, 2026 at 5:00 PM
ahmandonk.bsky.social
📰 Synopsys dan Amazon Perluas Kerja Sama Multi-Tahun untuk Pengembangan Custom Silicon

👉 Baca artikel lengkap di sini: https://ahmandonk.com/2026/10/01/synopsys-amazon-custom-silicon/

#ai #amazon #artificialIntelligence #aws #chip #customSilicon #eda #graviton #processor #semikonduktor #syno
October 1, 2026 at 11:01 AM
michel-k-tech.bsky.social
Arm's Neoverse CSS N4 gives chip designers a validated 128-core base for custom AI server, DPU, and networking silicon.

#tech #technology #arm #neoverse #aiservers #customsilicon

techshowup.com/News/Article/…
Arm Neoverse CSS N4 Turns 128-Core Server Blocks Into Custom AI Silicon Foundations
Arm’s Neoverse CSS N4 gives chip designers a validated 128-core building block for AI servers, DPUs, networking silicon, and chiplet-based infrastructure.
techshowup.com
September 22, 2026 at 6:26 PM
sandeepraiza.bsky.social
Nvidia is no longer the only AI hardware play. Broadcom's custom silicon revenue jumped 221% as tech giants ditch one-size-fits-all GPUs.

Is the moat breaking? Full breakdown:
buymeacoffee.com/sandeepraiza...

#AI #TechNews #CustomSilicon #BuyMeACoffee #WritingCommunity
Broadcom's AI chip revenue hit $16.7B for the quarter, up 221% YoY — Sandeep Raiza
Post by Sandeep Raiza
buymeacoffee.com
September 9, 2026 at 4:36 AM
martincid.com
Broadcom’s AI chip revenue triples to $16.7B — custom silicon now undercuts Nvidia #CustomSilicon #AiInfrastructure #Nvidia
Broadcom’s AI chip revenue triples to $16.7B — custom silicon now undercuts Nvidia
Broadcom posted fiscal third-quarter AI chip revenue of $16.7 billion — a 221 percent increase from a year ago. Behind the figure is a bet Hock Tan made years ago, and three of the world’s most valuab
www.martincid.com
September 4, 2026 at 6:15 AM
pulseofnations.lol
Nvidia-backed $3.5B deal gives MediaTek NVLink Fusion access as custom silicon TAM hits $80B by 2027

#AiChips #CustomSilicon #Mediatek #Nvidia #Nvlink #Semiconductors
MediaTek Custom AI Chip Division Projects $2B Revenue in 2026
Nvidia-backed $3.5B deal gives MediaTek NVLink Fusion access as custom silicon TAM hits $80B by 2027
pulseofnations.lol
September 3, 2026 at 1:40 AM
michel-k-tech.bsky.social
OpenAI’s Jalapeño benchmarks make its custom inference ASIC look more concrete, aimed at faster LLM serving rather than replacing general-purpose GPUs.

#tech #technology #openai #aihardware #inference #customsilicon

techshowup.com/News/Article/…
OpenAI Jalapeño Turns Custom Inference Silicon Into Nvidia Rack Competition
OpenAI’s first Jalapeño benchmarks turn its custom inference ASIC from roadmap item into real silicon, with efficiency claims aimed at the hardest part of AI scaling: serving requests fast.
techshowup.com
August 29, 2026 at 8:29 PM
pulseofnations.lol
OpenAI debuts benchmark results for its first custom inference chip, showing 1.5-1.9x more AI work per watt than Nvidia's latest hardware.

#Broadcom #Chip #CustomSilicon #HotChips #Inference #Jalapeno #Nvidia #OpenAI #Tsmc
OpenAI Jalapeño Chip Beats Nvidia on Efficiency at Hot Chips 2026
OpenAI debuts benchmark results for its first custom inference chip, showing 1.5-1.9x more AI work per watt than Nvidia's latest hardware.
pulseofnations.lol
August 26, 2026 at 8:18 AM
aidailypost.com
OpenAI just dropped its Jalapeño chip—custom silicon that shatters throughput per kilowatt and cuts inference latency vs. Nvidia Blackwell. See the benchmark numbers and why it matters for tokens per user. #OpenAI #JalapeñoChip #CustomSilicon

🔗 aidailypost.com/news/openais...
August 25, 2026 at 3:40 PM
leansupplai.bsky.social
Marvell Technology has solidified a deep partnership with Google for custom silicon development. On August 20, 2026, it issued the company a stock warrant potentially worth $12.2 billion.

The work targets five.
https://leansupplai.com/en/news/31617

#CustomSilicon #StrategicPartnership #GoogleTPU
August 22, 2026 at 2:02 PM
koreatechdesk.bsky.social
South Korea’s #Rebellions and US-based #Marvell are co-developing custom AI infrastructure for public-sector use in APAC & MENA.

This partnership targets sovereign-scale AI deployments—beyond GPU limits.

#AIChips #SovereignAI #CustomSilicon #KoreanStartups
www.koreatechdesk.com/korean-start...
Korean Startup Rebellions Partners with US Firm Marvell to Build Custom AI Infrastructure for Sovereign-Scale Deployments - KoreaTechDesk | Korean Startup and Technology News
South Korean AI chip startup Rebellions has announced a partnership with U.S.-based Marvell Technology to co-develop custom AI infrastructure targeting sovereign-scale deployments. The collaboration a...
www.koreatechdesk.com
August 4, 2025 at 1:22 AM
winbuzzer.com
Apple is Working on New Chips for AI Servers, Macs, Smart Glasses

#Apple #CustomSilicon #AI #AIChips #SmartGlasses #Mac #AppleSilicon #AppleChips #FutureTech #AppleIntelligence

winbuzzer.com/2025/05/09/a...
Apple is Working on New Chips for AI Servers, Macs, Smart Glasses - WinBuzzer
Apple is reportedly developing a new generation of custom chips for AI servers (Project Baltra), future Macs (M5, M6, M7, Sotra), and its first smart glasses, signaling a major expansion of its in-house...
winbuzzer.com
May 9, 2025 at 2:06 PM
winbuzzer.com
Meta Tests First In-House AI Chip, Targeting Nvidia’s Market Dominance

#MetaAI #AIChips #CustomSilicon #Semiconductors #CloudInfrastructure #AITraining
Meta Tests First In-House AI Chip, Targeting Nvidia's Market Dominance - WinBuzzer
Meta has initiated testing of its first in-house AI chip, aiming to cut costs, reduce reliance on Nvidia, and improve AI infrastructure control.
winbuzzer.com
March 11, 2025 at 12:03 PM
winbuzzer.com
OpenAI has finalized plans to produce custom AI chips with TSMC by 2026 #AI #OpenAI #AIChips #AIHardware #Nvidia #TSMC #GenAI #CustomSilicon #AIInfrastructure #Semiconductors
OpenAI's First In-House AI Chip Design To Be Ready This Year - WinBuzzer
OpenAI has finalized plans to produce custom AI chips with TSMC by 2026, aiming to reduce its dependence on Nvidia’s GPUs.
buff.ly
February 10, 2025 at 2:02 PM
mmnewsletter.bsky.social
What “GPU Shortage”?

#AIRevolution #CustomSilicon #GPUShortageBreakthrough
November 29, 2025 at 4:41 AM
kiboti.bsky.social
Anthropic reiht sich damit in die wachsende Schicht von KI-Laboren ein, die eigene Silizium-Architekturen entwickeln – darunter OpenAI (Jalapeño) und Meta.

Tiefergehende Analyse im Artikel:

#KIChipDesign #CustomSilicon

👉 Mehr lesen: https://kiboti.vercel.app/magazine/e911d06afa88
August 5, 2026 at 2:58 PM
olivier-coreprose.bsky.social
Meta unveiled four custom AI chips (MTIA 300-500) to cut Nvidia/AMD dependency for inference tasks. Purpose-built silicon, not general-purpose GPUs. But the real bottleneck? HBM memory shortages. Custom chips won't save you if you can't secure the memory.

#AIInfrastructure #CustomSilicon #AIChips
March 13, 2026 at 4:32 PM