US Markets
Home›US Markets›Sectors›Broadcom and Marvell compete for growth in custom AI c…
Broadcom and Marvell compete for growth in custom AI chips
The article says custom AI chips, often sold to major AI hyperscalers, are expected to ramp up purchasing over the next few years.
Broadcom and Marvell Technology are positioned in the custom AI chip market, with both companies producing networking equipment for data centers and also launching custom AI chip offerings, according to The Motley Fool via Yahoo Finance.
The piece argues that custom AI chips, typically application specific integrated circuits, could deliver better cost performance than GPU based approaches for certain training and inference workloads.
It notes that custom AI chips are designed around specific AI workloads to improve efficiency, and that demand is concentrated among AI hyperscalers, which either deploy the chips internally or provide compute services to others.
The article adds that these customers are expected to increase purchasing of custom chips over the next few years as adoption expands.