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Google and Amazon pursue vertical integration of custom AI chips, intensifying hyperscaler competition and reshaping cloud compute market.

Structural shift toward proprietary silicon threatens NVIDIA margins, fragments accelerator ecosystem, and reduces external compute availability.
Trade pressSlicast · February 13, 2018 · Global · Source: hpcwire.com
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Google and Amazon pursue vertical integration of custom AI chips, intensifying hyperscaler competition and reshaping cloud compute market.

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Google and Amazon pursue vertical integration of custom AI chips, intensifying hyperscaler competition and reshaping cloud compute market. · Slicast