Cloud Watchby 行宮 翔太
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[Overseas Tech Watch] Google and AWS Expand Provision of Custom AI Chips: Will NVIDIA's Dominance Collapse?

[Overseas Tech Watch] Google and AWS Expand Provision of Custom AI Chips: Will NVIDIA's Dominance Collapse?

AWS is expanding the provision of Trainium, and the expansion of custom AI chips by Google and AWS could shake NVIDIA's market dominance.

Key points

  • •AWS is expanding the provision of Trainium.
  • •Google and AWS are expanding the provision of custom AI chips.
  • •NVIDIA's dominant market position could be shaken.
#Semiconductors & Infrastructure#Major Players#AWS#Google#NVIDIA
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