Where the capex lands in SILICON — the $ flowing to Nvidia/AMD/TSMC/ Broadcom, plus the custom-silicon revolt (Jalapeño, Trainium, Maia, TPU) as the giants try to stop renting from Nvidia. Category meta under where-the-capex-lands.
2026-07-27 — The silicon split: undisclosed at all four ⟨crawl 2026-07-27⟩
The industry’s common non-disclosure: none of Google / Microsoft /
Amazon / Meta publishes its own-chip vs Nvidia dollar or unit split —
confirmed independently by all four capex crawls.
Own-silicon state: Google TPU v7 “Ironwood” (+8t/8i next-gen) ·
Microsoft Maia 200 (dual-purpose: OpenAI inference + MAI training) ·
Amazon 1.4M Trainium deployed, T3 claims ~50% cost edge · Meta MTIA at
“millions” of H100-equivalents (600K is stale), “Iris” to production
Sept-26, Broadcom extended thru 2029.
Clearest external volume signals: Anthropic on 1M+ Google TPUs (>1GW)
AND 1M+ Trainium2 — the labs disclose what the hyperscalers won’t.
2026-07-24 — Opened
Thread opened (ben-steer) — meta-thread — groups the child threads below. ⟨steer 2026-07-24⟩
