custom silicon is coming for gpus but

---

id: custom-silicon-is-coming-for-gpus-but title: Custom Silicon Is Coming for GPUs - But Is That the Whole Story? tags: [openai, llm, tts] category: local-inference-mlx published: 2026-04-11 created: 2026-04-11 updated: 2026-04-11 freshness: fresh source_file: custom-silicon-coming-gpus-whole-story-nicolas-cravino-bribe.md

Custom Silicon Is Coming for GPUs - But Is That the Whole Story?

Summary

Published on 2026-01-28 22:57 Back in July 2024, I asked: "Will ASICs Dethrone GPUs for LLM Inference?"                           At the time, it was a speculative question. The challenges seemed daunting - m

Key claims

• 1- The hyperscalers moved first:. [^src:articles-published §custom-silicon-is-coming-for-gpus-but]
• 2- But here's what changed in the last 90 days:. [^src:articles-published §custom-silicon-is-coming-for-gpus-but]
• 3- The case for custom silicon is now empirical:. [^src:articles-published §custom-silicon-is-coming-for-gpus-but]

Related

• articles-timeline
• local-inference-mlx

Sources