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OpenAI chip and Amazon’s custom silicon pressure Nvidia dominance

NVIDIA logoNVIDIA
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Amazon logoAmazon
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Alphabet (Google) logoAlphabet (Google)
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OpenAI unveiled a custom AI chip that beats Nvidia’s current processors on inference benchmarks, underscoring a shift toward hyperscaler-built silicon. Amazon says its Trainium and Graviton chips surpassed a $25 billion annual revenue run rate, helping lower cloud costs. Analysts still expect Nvidia strength as competitors scale custom accelerators.

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