# Nvidia (NVDA) has established its position as the leading provider of hardware for AI training.

*semiconductor · news · 2026-04-21 · Forbes*

## Key points

- Broadcom designs custom AI chips for tech giants, allowing clients to retain their own IP.
- Google's next-gen Broadcom TPUs are projected to cost $12,000 by 2026, far less than Nvidia GPUs.
- Google's TPUs are claimed to be 67% more energy efficient than comparable GPUs for inference tasks.
- Broadcom's AI silicon backlog exceeds $73 billion—almost half its $162 billion total order book.
- Custom chip integration locks in hyperscaler clients, creating compounding rather than reset revenue cycles.

**Companies:** Nvidia, Broadcom, Alphabet, Meta, Amazon, Marvell
**Countries:** United States

[Read the full story on Forbes](https://www.forbes.com/sites/greatspeculations/2026/04/21/how-broadcom-challenges-nvidias-grip-on-ai/)

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