Tom's Hardware surveys the custom silicon landscape as of May 2026: Broadcom leading with OEM partnerships, Google's TPU pipeline advancing, and Meta's MTIA chips scaling for first-party workloads. The shift reflects hyperscalers cutting costs and latency by owning the silicon stack.
For infrastructure decision-makers, custom ASICs increasingly lock buyer-supplier pairs; standard GPU-only strategies risk vendor lock-in trade-offs against performance-per-watt gains. Monitor Broadcom deal announcements and TPU/MTIA roadmaps to gauge workload fit for your stack.