The custom AI ASIC state of play (May 2026) — Broadcom deals, Google TPUs, Meta MTIA & beyond
… Elon Musk explained that "once it became clear that all paths converged to AI6, I had to shut down Dojo." Tesla is now focusing on AI5 and AI6 inference chips, with AI6 backed by a $16.5 billion Samsung fabrication deal, while relying on Nvidia hardware for current training needs. …