Hyperscalers accelerate custom semiconductor and artificial intelligence infrastructure deals in early 2026
Hyperscale cloud providers are ramping multi-gigawatt semiconductor deals across GPUs, custom accelerators, and optical interconnects, with Meta, Google, OpenAI, and Anthropic locking in long-term capacity. Broadcom, AMD, NVIDIA, Marvell, Intel, and MediaTek are reshaping data center and networking roadmaps around custom artificial intelligence silicon and rack-scale systems.