I was writing a comment saying the same thing when your comment appeared. Yest, Meta, Google, and Amazon all have custom silicon, and it seems Microsoft's simil

I was writing a comment saying the same thing when your comment appeared. Yest, Meta, Google, and Amazon all have custom silicon, and it seems Microsoft's similar efforts came later. None of these companies want to give Nvidia all of the money, so going forward, I think Nvidia isn't going to see more competition from these efforts. The big players aren't going to sell their chips to others (I don't think), but they'll make them available to cloud customers.