The dynamics of the chip industry have completely changed. Use to be a chip company like Intel sold their chips to a company like Dell that then sold the serv

The dynamics of the chip industry have completely changed. Use to be a chip company like Intel sold their chips to a company like Dell that then sold the server with the chip to a business which ran the chip and paid the electric bill. So the company that made the chip had no skin in the game with running the chip or the cost of the electricity to run it. Today we have massive cloud with Google and Amazon and lowering the cost of running their operations goes a long way unlike the days of the past. This is why we will see more and more companies like Google create their own silicon which has already started and well on it's way. Not only the TPUs but Google has created their own network processors as they quietly hired away the Lanai team years ago. https://www.informationweek.com/data-centers/google-runs-custom-networking-chips/d/d-id/1324285 https://www.informationweek.com/data-centers/google-runs-cus...? Also this article helps explain why Google built the TPUs. https://www.wired.com/2017/04/building-ai-chip-saved-google-building-dozen-new-data-centers/ https://www.wired.com/2017/04/building-ai-chip-saved-google-...