Everyone wants to eat Nvidia’s lunch

But the deeper you look into the economic complexities and competitive dynamics of the AI chip market, the more you realize Google, Amazon, or anyone else isn’t going to topple Nvidia.

So far, Nvidia has provided the vast majority of the processors used to train and operate large AI models like the ones that underpin ChatGPT. Tech companies and AI labs don’t like to rely too much on a single  chip vendor, especially as their need for computing capacity increases, so they’re looking for ways to diversify. And so players like AMD and Huawei, as well as hyperscalers like Google and Amazon AWS, which just released its latest Trainium3 chip, are hurrying to improve their own flavors of AI accelerators, the processors designed to speed up specific types of computing tasks.