L2 · 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 L2 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 D1 Market Analysis 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 6 active companies in this topic. The top by Fit Score include: AMD, Groq, Cerebras Systems, Tenstorrent, SambaNova Systems. Full ranked list: /topic/ai-asics/companies.
What jobseeker personas does aiinframap recognise in AI ASICs?
4 segments with weighted Fit Score profiles. ASICS-ML-SYS-ENG-01: ML systems engineer evaluating merchant AI silicon (AMD / Groq / Cerebras / etc.) vs NVIDIA defaults. · ASICS-PROCURE-LEAD-01: Procurement / supply-chain lead negotiating accelerator allocation at large AI buyer. · ASICS-RESEARCH-SCI-01: Research scientist running benchmarks on merchant AI accelerators for publication / internal eval.. Full list at /topic/ai-asics/personas.
How does aiinframap score companies in AI ASICs?
Five dimensions (growth, comp, learning, stability, culture) weighted by jobseeker segment. The persona detail page at /topic/ai-asics/personas/<segment-id> has an interactive weight tuner so you can rerank companies by your own priorities.
Where is AI ASICs headed in the next 12 months?
Strategic outlook is generated by the D6 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 (D1-D6) 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.