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Amazon, Alphabet, and Microsoft Are All Racing to Design Their Own AI Chips. Here's What It Means for Nvidia.
The Motley Fool· 2026-06-08 06:12
Three of the largest buyers of Nvidia (NVDA 5.93%) chips are also three of the companies trying hardest to need fewer of them. Amazon (AMZN 2.93%), Alphabet (GOOG 0.95%)(GOOGL 0.82%), and Microsoft (MSFT 2.55%) each design their own AI processors now, and each is pushing that silicon deeper into the data centers it's building at a breakneck pace. It's easy to read that as a problem for the company whose graphics processing units (GPUs) have been the default pick for AI work. On Friday, the market seemed to ...