Who designs their chips
Nvidia's biggest customers all build their own AI chip now. Every one of them hired an outside firm to design it.
Which one surprised you? 👇
Google's TPU: Broadcom, on a deal running to 2031. Meta's MTIA: Broadcom does the design, packaging and networking. Microsoft's Maia: co-designed with Marvell. Amazon's Trainium 3: reportedly Alchip, in Taiwan.
Nvidia's hyperscale revenue was $48.7B last quarter, double the $24.2B a year earlier.
Caveat: none of them uses a single partner. Google also works with MediaTek, and signed with Marvell in August.
Why it matters: owning the chip doesn't mean owning the know-how. The dependency moved, it didn't go away.
Save this for the next Nvidia headline.
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Where the numbers come from
- Nvidia 10-Q, quarter to 26 Jul 2026, revenue by market platform (SEC filing)sec.gov
- Broadcom to develop Google TPUs until 2031 (DatacenterDynamics)datacenterdynamics.com
- Meta partners with Broadcom to co-develop custom AI silicon (Meta)about.fb.com
- Marvell's custom AI chips for Microsoft and AWS (Benzinga)benzinga.com
