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![samsolid57 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1241543417093451776.png) Samsolid [@samsolid57](/creator/twitter/samsolid57) on x 14K followers
Created: 2025-07-19 17:08:40 UTC

HOW HYPERSCALERS ARE STACKING SILICON

$AMZN AWS
Amazon leads in custom silicon with Graviton CPUs and Trainium and Inferentia chips, giving it tight control over performance and cost across AI and cloud workloads.

$MSFT Azure
Microsoft is scaling its in-house Maia and Cobalt chips, but is also accelerating on $NVDA GPU deployments, which could limit near-term traction for partners like $MRVL in Azure’s custom ASIC roadmap.

$GOOGL GCP
Google Cloud remains the most advanced in custom silicon for search with its TPUs, now used not just internally but also by OpenAI for select workloads, reinforcing GCP’s edge in high-performance AI infrastructure.

Other companies designing their own silicon:
$META
$TSLA
$AAPL
$ORCL
$BABA
$TCEHY
$AMD

![](https://pbs.twimg.com/media/GwPFs47W8AIbmri.jpg)

XXXXX engagements

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**Related Topics**
[nvda](/topic/nvda)
[msft](/topic/msft)
[amzn](/topic/amzn)
[$mrvl](/topic/$mrvl)
[gpu](/topic/gpu)
[azure](/topic/azure)
[$msft](/topic/$msft)
[coins ai](/topic/coins-ai)

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