Custom Silicon
Salesforce Bets on Contentful to Make Agentic AI and Content Orchestration Table Stakes
Salesforce’s Contentful acquisition makes content orchestration a native AI feature, raising competitive stakes for enterprise software platforms.
Keith Kirkpatrick · Jun 2, 2026 · 4 min
Cerebras’ $95B First Day Valuation Sizes Up the 2028 XPU Opportunity
The Cerebras IPO’s $95B valuation prices in massive 2028 XPU opportunity, signaling exponential custom silicon market growth beyond GPU dominance.
Brendan Burke · May 15, 2026 · 5 min
Tenstorrent’s Galaxy Blackhole: Can RISC-V Processors Expand Fast Inference Globally?
Tenstorrent Galaxy Blackhole compute server enters volume production, offering record-setting inference performance and open-source compatibility.
Brendan Burke · May 4, 2026 · 5 min
Meta’s AWS Pact Reframes the Graviton CPU as an AI Workhorse
Meta deploys tens of millions of AWS Graviton cores to power agentic AI workloads, reframing CPUs as essential AI infrastructure.
Brendan Burke · Apr 27, 2026 · 6 min
Google Splits Its TPU Line to Enter the Era of Agentic Silicon
Google splits its TPU line into TPU 8t for training and TPU 8i for inference, marking a workload-specific approach to custom AI accelerator.
Brendan Burke · Apr 24, 2026 · 6 min
Is Anthropic’s $100 Billion Pact for AWS Silicon a Bargain in a Supply-Constrained Market?
Anthropic commits $100B to AWS Trainium custom silicon, reshaping frontier AI compute supply chains and cloud infrastructure economics.
Brendan Burke · Apr 23, 2026 · 6 min
Cerebras S-1 Teardown: Is the $23B Wafer-Scale IPO the End of GPU Homogeneity?
Cerebras S-1 teardown: Is the $23B wafer-scale bet justified by a $20B OpenAI deal, or does 86% UAE revenue concentration signal risk?
Brendan Burke · Apr 22, 2026 · 10 min
Meta’s MTIA Partnership With Broadcom Solidifies the Future of XPUs in Inference Optimization
Meta Broadcom MTIA show Meta’s custom silicon push with Broadcom, linking inference scale, networking, and efficiency to an AI buildout.
Brendan Burke · Apr 20, 2026 · 4 min
Anthropic’s Google-Broadcom Deal: Model Company or Infrastructure Play?
Anthropic’s compute partnership with Google and Broadcom signals a strategic shift into infrastructure control.
Nick Patience · Apr 13, 2026 · 5 min
Anthropic’s Gigawatt-Scale TPU Deal with Broadcom Creates a Structural Advantage
Anthropic TPU expansion with Google and Broadcom show compute scale, custom silicon partnerships, and AI infrastructure competition dynamics.
Brendan Burke · Apr 9, 2026 · 6 min
Microsoft’s Maia 200 Signals the XPU Shift Toward Reinforcement Learning
Microsoft’s 3nm AI inference accelerator with FP4/FP8 tensor cores, 216GB HBM3e at 7 TB/s. The XPU market reached $31B in 2025 according to Futurum’s research.
Brendan Burke · Jan 25, 2026 · 1 min