For most of the past ten years, NVIDIA’s GPUs have been the preferred engines of the AI revolution – the silicon inside every large language model, recommendation system, and self-driving car algorithm worth its code. But a tectonic shift is underway in the AI chips landscape.

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The very companies that helped make NVIDIA worth over $5 trillion in market cap and indispensable to the AI juggernaut – Google, Amazon, Microsoft, Meta, and OpenAI are now designing chips of their own. It’s a familiar move, one that mirrors Apple’s playbook, of owning the full stack, from silicon to software. Not just to run faster, but also try and change the rules of the race. Add As A Trusted Source For Google. Add as a preferred source on Google

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