Nvidia sales are ‘off the charts,’ but Google, Amazon and others now make their own custom AI chips

Written by

Nvidia’s Blackwell systems sales are “off the charts” according to CEO Jensen Huang, but analysts see fast growth for custom AI chips, known as ASICs.
These smaller, cheaper, more narrowly focused AI chips are being designed in-house by Google, Amazon, Meta, Microsoft and OpenAI
Google’s TPUs are the leader in ASICs for AI, and some people think those chips are technically on par or even superior to Nvidia’s GPUs, “Chip War” author Chris Miller told CNBC.

Comments