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Google and Amazon signaled ambitions to sell their own custom AI chips directly to customers.
Google will deliver TPU chips to select customers' data centers for the first time this year.
KEY POINTS
- Amazon may start selling full racks of Trainium chips outside its cloud within a few years.
- Google's chip sales could add $13 billion in revenue by 2027 if 500,000 TPUs are sold.
- Both Google and Amazon's custom chips are currently proprietary and tailored for their respective data centers.
- Google and Amazon's moves signal an irreversible shift away from Nvidia chip dependence for cloud providers.
COMPANIES
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