Prediction: Custom Silicon Will Be the Next Boom Within the AI Supercycle. 1 Growth Stock to Own. – AOL

Key Points

• One-third of AI computing could come from custom processors by 2030.

• Alphabet, Meta Platforms, and OpenAI are already major Broadcom customers.

• Broadcom’s management estimates its AI revenue will soar to $230 billion in fiscal 2028.

For years, graphics processing units (GPUs) have been the dominant processor for artificial intelligence (AI). That’s because GPUs are great at training AI and helping it perform a wide array of tasks.

But lately, there’s been a shift toward custom processors, called application-specific integrated circuits (ASICs). These custom processors can be designed for specific AI models or specific agentic tasks, making them more cost-efficient and faster than using GPUs for all AI tasks.

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