Diagram shows the custom silicon investment stack, outlining roles of clients, architects, toolmakers, builders, foundries, and plumbing.
Big deal between #AVGO #GOOGL and Anthropic underscores that custom silicon is the future of AI compute and that TPUs are leading the custom silicon charge. Great news for the custom silicon stack #AVGO #MRVL #ARM #TSM #LITE #ANET #CRDO #ALAB #SNPS #CDNS #INTC