Who builds AI silicon

7 of 12 companies here design AI silicon you cannot buy.

No company matches that.

• Amazon AMZN Trainium and Inferentia — the largest cloud-captive alternative to NVIDIA Captive
• AMD AMD Instinct accelerators on ROCm — the open alternative to CUDA Merchant
• Apple AAPL The Neural Engine — an on-device NPU at consumer scale Captive 9 chips
• Broadcom AVGO Custom hyperscaler AI ASICs, and the Ethernet silicon that networks AI clusters Custom
• Google GOOGL The TPU — the leading non-NVIDIA AI training and inference accelerator Captive 6 chips
• Intel INTC The incumbent x86 server CPU vendor rebuilding both an accelerator line and a US foundry Merchant
• MediaTek 2454 Dimensity NPU — high-volume edge AI across mainstream Android Merchant 3 chips
• Microsoft MSFT Maia accelerators purpose-built for Azure inference Captive
• NVIDIA NVDA The merchant AI GPU standard — Tensor Core GPUs plus CUDA Merchant
• Qualcomm QCOM Hexagon NPU — on-device AI in Snapdragon, now scaled to rack-level inference Merchant 5 chips
• Samsung 005930 Exynos NPUs, HBM memory, and being a leading-edge foundry that fabricates its rivals’ AI chips Mixed
• Tesla TSLA The in-car FSD inference computer, and Dojo as a cautionary tale in custom training hardware Captive