Custom AI Chips Are Coming for Nvidia's Crown. Here Are 2 Companies Quietly Cashing In.
As the largest cloud companies design more of their own AI chips, two semiconductor specialists are capturing a fast-growing slice of that spending.
Custom AI Chips Are Coming for Nvidia's Crown. Here Are 2 Companies Quietly Cashing In.
Overview
Nvidia (NASDAQ: NVDA) still sits at the center of the artificial intelligence (AI) boom, supplying most of the chips that train and run today's largest AI models. But the biggest cloud companies are increasingly designing their own processors for some of that work, both to lean less on a single supplier and to tune the hardware to their own software.
The clearest example is Alphabet, whose Google unit has built custom chips called tensor processing units (TPUs) to run its AI services. And Google hasn't designed them entirely on its own.
Details
That hints at a quieter way to play this shift: the chip designers helping the cloud giants build that custom silicon. Two of them are already capturing a fast-growing slice of AI spending.
Source
Originally published at www.fool.com.
