博通總裁陳福陽預測，隨着大模型廠商算力爭奪白熱化，Anthropic與OpenAI將超越谷歌，成爲博通AI ASIC業務前兩大核心客戶。其中Anthropic預計2027至2028年成長爲最大XPU定製芯片客戶，OpenAI緊隨其後列第二。
據臺媒鉅亨網援引分析報告，谷歌計劃2028年部署1200萬至1500萬顆自研TPU v9 AI加速芯片，同期英偉達AI GPU出貨約1240萬顆，谷歌有望在出貨量上超越。TPU是谷歌定製ASIC芯片，從不外售，此舉旨在降低對英偉達算力的依賴和成本。
三星與博通達成長期深度合作，覆蓋內存芯片、代工及先進封裝全鏈條，預計到2030年合作規模突破2000億美元，標誌AI芯片進入“設計+製造”深度耦合階段。技術核心是博通ASIC定製設計能力結合三星製造，雙方將在2納米以下製程與HBM高帶寬內存領域聯合攻堅。
英偉達CEO黃仁勳在行業交流會上表示，季度營收逼近千億美元但增長仍在加速。管理層迴應ASIC競爭加劇及產品路線圖質疑，重申AI算力核心競爭力，並對下一代旗艦架構Rubin Ultra推遲至2028年的傳聞作出澄清。
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