Topic
AI ASICs
Hyperscaler silicon: TPU, Trainium, MTIA, Maia — and the merchant gap they create.
- Market Size
- —
- CAGR 35.0% (3y)
- Companies Tracked
- 6
- Business Signals (90d)
- 0
- Avg Fit Score
- 73/100
This Week
Lead story
OpenAI's 6 GW AMD Instinct commitment plus a 160M-share AMD warrant, with Oracle adding 50,000 MI450 GPUs from Q3 2026 — open-weight gpt-oss models make the diversification off NVIDIA real.
OpenAI took a 160M-share warrant in AMD — the CUDA moat just got a price tag.
Read full strategy →Modules
Top Companies by Fit Score
Recent Hiring (top specialties, 90d)
- physical design6 roles
- RTL design5 roles
- place and route5 roles
- timing closure5 roles
- design verification3 roles
Jobseeker Personas
ASICS-ML-SYS-ENG-01
ML systems engineer evaluating merchant AI silicon (AMD / Groq / Cerebras / etc.) vs NVIDIA defaults.
ASICS-PROCURE-LEAD-01
Procurement / supply-chain lead negotiating accelerator allocation at large AI buyer.
ASICS-RESEARCH-SCI-01
Research scientist running benchmarks on merchant AI accelerators for publication / internal eval.
ASICS-SOVEREIGN-LEAD-01
Sovereign-AI program lead at national-government / research-council level.
Tools
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