L4 · AI ASICs
AI ASICs — Frequently Asked Questions
Hyperscaler silicon: TPU, Trainium, MTIA, Maia — and the merchant gap they create.
What is the AI ASICs topic on aiinframap?
AI ASICs sits on layer L4 of the AI physical-infrastructure stack. Google TPU v5/v6, AWS Trainium 2/3, Meta MTIA, Microsoft Maia: training-economics deltas vs NVIDIA, packaging supply contention, and what they reveal about the merchant-GPU market.
How big is the AI ASICs market?
Market size estimate is generated by the market module and may not yet be populated for this topic. See /topic/ai-asics/market when available.
Who are the top companies in AI ASICs?
aiinframap currently tracks 10 active companies in this topic. Names include: Cerebras Systems, SambaNova Systems, Tenstorrent, Rebellions, Synopsys. Full list: /topic/ai-asics/companies.
What aiinframap tools exist for AI ASICs?
Engineer-facing decision tools: H100 vs H200 vs B200 TCO, Inference Cost Calculator, Memory Bandwidth Bottleneck Detector. Live at /tools/<layer>/<slug> with companion JSON APIs at /api/v1/tools/...
How does aiinframap track companies in AI ASICs?
Companies are tracked through five evidence axes — talent signals (job postings + specialties), business signals (funding / partnerships), product launches, capex disclosures, and customer wins. See /topic/ai-asics/companies for the active company set and /topic/ai-asics/strategy for the synthesised outlook.
Where is AI ASICs headed in the next 12 months?
Strategic outlook is generated by the strategy module. See /topic/ai-asics/strategy for the current narrative and inflection-point watch list.
How fresh is aiinframap data on AI ASICs?
Business + talent signals refresh daily via SEC EDGAR / LinkedIn / Greenhouse / Crunchbase collectors. Business modules regenerate weekly. Last-updated timestamps are visible on every public page.
Can I get this data via API?
Yes — JSON endpoints: /api/v1/topics/ai-asics (topic-level), /api/v1/companies/<slug> (per-company), /api/v1/tools/<layer>/<slug> (per-tool). All free, no auth required, cacheable.
Where can I get weekly updates on AI ASICs?
aiinframap Weekly newsletter ships every Friday with topic-specific lead stories, top signals, and hiring radar. Subscribe at /weekly.