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Strategies & Market Trends : World Outlook -- Ignore unavailable to you. Want to Upgrade?

To: Les H who wrote (49043)	11/22/2025 8:09:01 AM
From: Les H	Read Replies (1) \| Respond to of 49720

Why Beef Prices Are Really Spiking: A Four-Year Deep Dive Into America’s Cattle Crisis The Allen Analysis Nov 16, 2025 Why Beef Prices Are Really Spiking: A Four-Year Deep Dive Into America’s Cattle Crisis

To: Les H who wrote (49043)	11/22/2025 3:37:00 PM
From: Don Green	Respond to of 49720

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.