Prediction: Custom Silicon Will Be the Next Boom Within the AI Supercycle. 1 Growth Stock to Own.
For years, graphics processing units (GPUs) have been the dominant processor for artificial intelligence (AI). That’s because GPUs are great at training AI and helping it perform a wide array of tasks.
But lately, there’s been a shift toward custom processors, called application-specific integrated circuits (ASICs). These custom processors can be designed for specific AI models or specific agentic tasks, making them more cost-efficient and faster than using GPUs for all AI tasks.
According to Cathie Wood’s Ark Invest, custom processors could account for more than one-third of AI compute by 2030, up from single-digit percentages today. And analysts at Omdia predict custom ASICs will exceed GPU volumes by 2028.
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