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custom ASIC

2 articles · Page 1 of 1

Jul 13, 2026 · Industry Insights

Why Leading AI Labs Are Racing to Build Their Own Inference Chips

The article analyzes why AI companies such as DeepSeek, Zhipu, OpenAI and Anthropic are moving toward custom inference ASICs, citing shifting compute costs, agent-driven inference demand, economic incentives, supply‑chain control, and export‑control challenges that together reshape the AI hardware landscape.

AI chipsAnthropicDeepSeek

0 likes · 13 min read

Why Leading AI Labs Are Racing to Build Their Own Inference Chips

SuanNi

Apr 29, 2026 · Artificial Intelligence

Why Google’s Split 8th‑Gen TPU Could Out‑Earn General‑Purpose GPUs

Google’s Cloud Next 2026 reveal splits the 8th‑generation TPU into training‑focused Sunfish and inference‑focused Zebrafish, highlighting Ironwood’s record‑breaking performance, a multi‑vendor supply chain, Anthropic’s multi‑gigawatt order, and a broader industry shift toward custom AI chips that promise far higher profit margins than generic GPUs.

AIGoogleTPU

0 likes · 8 min read

Why Google’s Split 8th‑Gen TPU Could Out‑Earn General‑Purpose GPUs