The custom AI ASIC state of play (May 2026) — Broadcom deals, Google TPUs, Meta MTIA & beyond

According to a May 2026 report from Tom's Hardware, the custom AI ASIC market is being driven by major deals from Broadcom and the continued development of in-house chips like Google's TPUs and Meta's MTIA. These specialized processors are increasingly favored by tech giants to optimize performance and power efficiency for specific AI workloads, moving beyond reliance on general-purpose GPUs. The article highlights a growing trend of hyperscalers designing their own silicon to gain a competitive edge in the AI hardware landscape.

The custom AI ASIC state of play May 2026 — Broadcom deals, Google TPUs, Meta MTIA & beyond | Tom's Hardware