Of course corporations will have a lot of different bets. Most of them will not pan out but they will try.
Meta will not be able to produce a chip that can run GenAI workload in the next 2 years.
Microsoft is doing a side-quest, and they haven't even proved themselves with their FPGA adventure and ARM server adventure.
Amazon is legit, they have done well on ARM server, but trainium is TBD, and how much they will pull back in a recession given Jassy is a number guy will be a question mark.
No need to discuss, we can just see this in 2 years, everything will be crystal clear.
Yeah that's right. The chip may not be as good as Nvidia's, but it doesn't need to be. As the article explains, Nvidia can still lose their position even if they have the best chips.
They have to be competitive. TPUs are wildly ahead of the pack. And even they aren't particularly competitive. 12 years of ecosystem development by the most advanced AI ecosystem company on the planet and your (ex-Google!) researchers are still going to pelt you with tomatoes if you tell them you are swapping out their H100 cluster with TPUs. JAX remains niche (not saying bad) and extremely hard to use efficiently without the help of Google (no CUDA for going off the beaten path).
I suspect the closed nature of the ecosystem will preclude them from winning as much as they could.
Chinese CSPs are the only ones can develop their own hardware / software for AI / HPC.