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Seeking Alpha looks at the custom chips of Amazon (AMZN:NASDAQ) and Google, and at what each company has said about the future of those programs.
Amazon's Trainium and Google's TPU are the main in-house alternatives to Nvidia accelerators, so management commentary on them indicates how far hyperscaler AI compute may shift away from merchant GPUs.
Trade pressSlicast · October 31, 2026 at 12:00 UTC · US · Source: Seeking Alpha
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