Waymo has built a custom chip for its robotaxis, Bloomberg reports, citing the Alphabet company. The chip is an application-specific integrated circuit, or ASIC. According to Bloomberg, Waymo said Thursday that the ASIC is in production in its latest robotaxi generation. The company said the chip will work alongside other chips and sensors that Waymo designed itself. The stated goal is twofold: improve vehicle performance and diversify Waymo’s chip supply. Bloomberg reports that Waymo said the custom silicon should improve its robotaxis’ reflexes and navigational skills in complex urban environments. The supply-chain point is also explicit. Bloomberg says the chip helps Waymo diversify beyond third-party chip companies such as Nvidia. The report does not provide chip specifications, production volumes, manufacturing partners, cost targets, or a rollout schedule beyond saying the ASIC is in production in Waymo’s latest robotaxi generation. It also does not quantify the expected performance improvement. For now, the concrete shift is architectural: Waymo is moving at least part of its robotaxi compute stack onto in-house silicon, while continuing to use it alongside other chips and its own sensor designs. Who benefits: Waymo benefits if the custom ASIC improves robotaxi performance and gives it more flexibility in sourcing chips. The move may also support tighter integration between Waymo’s sensors, onboard compute, and driving software. Who's exposed: Third-party chip suppliers such as Nvidia are the named exposure, but the provided reports do not quantify any lost volume or revenue impact. The story supports only a limited conclusion: Waymo is seeking to diversify beyond suppliers like Nvidia for part of its robotaxi chip stack.