By Anusuya Lahiri
Publication Date: 2026-01-28 16:31:00
Counterpoint Research says the race to build custom AI silicon is accelerating, with hyperscalers scaling internal chips to meet surging demand.
Leading cloud and AI providers, including Alphabet Inc.’s (NASDAQ:GOOGL) Google; Amazon.com, Inc.’s (NASDAQ:AMZN) Amazon Web Services; Microsoft Corp (NASDAQ:MSFT); OpenAI; ByteDance and Apple Inc (NASDAQ:AAPL), are rapidly expanding deployments of AI server compute Application-Specific Integrated Circuit (ASIC) based systems to handle specialized training and inference workloads, as per Counterpoint Research.
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Counterpoint Research projects that AI server compute ASIC shipments among the top 10 hyperscalers will triple between 2024 and 2027, fueled by surging demand for Google’s Tensor Processing Unit (TPU) infrastructure supporting Gemini, continued scaling of AWS Trainium clusters, and volume ramps from Meta Platforms Inc.’s (NASDAQ:META) MTIA and Microsoft’s Maia chips…