Amazon and Alphabet's Custom AI Chips Pose Potential Challenge to Nvidia
Alphabet (GOOG) is now selling its Tensor Processing Units externally, while Amazon (AMZN)'s custom chip capacity is nearly sold out. These developments raise questions about whether their specialized chips could threaten Nvidia's (NVDA) dominance in the AI computing market.
Topics: AI chips Alphabet TPU Amazon cloud computing custom AI hardware Nvidia GPUs