Anthropic has announced it's building an in-house chip development team to co-design its own custom ASIC processors for handling AI inferencing workloads. This is just the latest major AI company to announce it's developing its own custom hardware. It's no secret that if you want to train an advanced AI model, you need Nvidia GPUs. The shovel sellers always benefitDesigning, packaging, and manufacturing your own custom ASIC for AI inferencing isn't cheap, and it isn't easy. There are very real winners from the custom ASIC design and build market, too: TSMC, Broadcom, and Marvell.