ASICs to outship GPUs next year, but custom silicon remains a hyperscaler oligopoly
ai · x · 2026-09-19
Citing chip supply-chain data, the author notes ASICs will outship GPUs next year, with the bulk of that being Google's TPU plus Amazon's Inferentia and Trainium. He argues custom silicon will stay a hyperscaler oligopoly until chip design stops being a moonshot — ASIC design is a massive bottleneck in compute that needs to be democratized.
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