This is not just a chip story. It is a stack-control story — and developers should care more than they think. The headline is not really about chips When people hear “Google and Broadcom are building more custom AI chips,” the easy read is: Nvidia is expensive, so Big Tech wants cheaper hardware. That is true. But it is also way too shallow. The real story is that hyperscalers are trying to escape a structural dependency. Not just on Nvidia pricing. Not just on Nvidia supply. Not just on Nvidia margins. They are trying to escape someone else defining the shape of their entire AI stack . And that is the part developers should pay attention to. Because once you understand why Google is pushing TPUs with Broadcom, you start to understand where AI infrastructure is heading: less generic, more workload-specific, more vertically integrated, and more opinionated from top to bottom. What is actually happening?…