3 ms·

Except Microsoft is making their own chips as well? https://www.theverge.com/2023/11/15/23960345/microsoft-cpu-gpu-ai-chips-azure-maia-cobalt-specifications-cl

• jauer 2y ago
  and so is Meta: https://ai.meta.com/blog/next-generation-meta-training-inference-accelerator-AI-MTIA/ https://ai.meta.com/blog/next-generation-meta-training-infer...
  • boringg 2y ago
    Ever since Apple did it everyone has leaped on board. Let's see how things pan out for everyone...
    • jacurtis 2y ago
      And that's why $ARM is a good buy. Selling swords and steel to all these armies as they go to war.
      • silisili 2y ago
        ARM is just collecting royalties in this space. Their reference designs aren't exactly competitive. I'm not saying it's a bad buy, either, but if and when they turn the screws, there will be a mass exodus. Solid long term play perhaps, but not going to see Nvidia like price action.
    • 1024core 2y ago
      Google introduced their first TPU in 2015...? Long before Apple taped out their first silicon.
      • fragmede 2y ago
        if we're talking custom silicon, Google acquired Motorola in 2011, and Apple acquired PA semi in 2008. The idea is obvious to everybody in the industry, it's a question of money and motivation.
      • mamp 2y ago
        Apple’s first in-house designed chip was the A4 in 2010.