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Waymo disclosed its custom 5-nanometer ASIC chip and compute stack powering roughly 4,000 robotaxis across 10 cities. The chip delivers 1,000 TOPS. Suppliers include AMD, Micron, Nvidia, Samsung, SanDisk, Socionext, and TSMC. Sixth-generation hardware costs an estimated $20,000 to $25,000 per vehicle.
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