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Strategies & Market Trends : World Outlook
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To: Les H who wrote (49043)11/22/2025 3:37:00 PM
From: Don Green   of 49804
 
Hyperscalers Already Developing Their Own Chips The document identifies custom silicon from cloud providers as "The Real Long-Term Threat" to NVIDIA's dominance:

Google TPUs
  • Ironwood TPU (v7) - announced November 2025
  • Reportedly 4-10× higher throughput than previous generation
  • "Crushes NVIDIA on cost per token" for Google's own workloads
  • Already deployed at scale internally
Amazon (AWS)
  • Trainium2 - fully subscribed (shipping now)
  • Trainium3 - expected 2026 with +40% performance improvement
  • Designed for both training and inference
Microsoft
  • Maia 2 - delayed to 2026
  • Following their own internal chip development path
Meta
  • MTIA (Meta Training and Inference Accelerator) - next generation coming
  • Focused on their specific AI workloads
Why This Matters The document argues this is "the biggest erosion of NVIDIA's monopoly happening right now" because:

  • These chips are already replacing huge portions of internal NVIDIA spending
  • They're optimized for each company's specific workloads
  • Cost advantages are substantial (though mainly for internal use)
  • The limitation: outsiders can't easily buy these chips yet
This validates your instinct - Google and others aren't just "close to developing" chips, they're already deploying them at massive scale internally. The question is when/if they'll make them broadly available to outside customers.
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