Nvidia wants to help companies develop their own customized chips and is envisioning a new industry for this purpose.

Nvidia is aiming for a new one business area on, focuses on developing customized chips for customers. With the industry, Nvidia wants to help companies that are not looking for a chip from the wide range, but want to develop something themselves for their specific tasks. Today this market is dominated by Broadcom and Marvel, among others.

These companies produce chips tailored to, for example, network infrastructure. Nvidia notes that AI is becoming increasingly important in almost every industry. With a market share of around 80 percent in sales of high-end AI chips, Nvidia is also the most important player in the AI ​​sector. To support the AI ​​chips, Nvidia also relies on other workloads, such as networking with the BlueField DPUs.

Nvidia expertise for unique chips

The new industry will need to make Nvidia’s AI and other expertise available to companies that want an AI-related custom chip. Reuters knows this. Nvidia focuses on cloud giants, the 5G market and the automotive sector, among other things. The games market is also in focus. For example, a new Nintendo Switch would contain a unique chip custom-designed by Nvidia for the console.

The custom chip market was worth around $30 billion in 2023 and accounts for about five percent of total global chip sales. Nvidia believes it can play a big role and is competing with Broadcom and Marvel.