Prediction: Custom Silicon Will Be the Next Boom Within the AI Supercycle. 1 Growth Stock to Own.

Published October 7, 2026 · Category: Finance

Overview

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.

Details

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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Source

Originally published at www.fool.com.

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