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New news has come from the two chip giants, taiwan semiconductor and nvidia!
On December 5th, reports indicated that taiwan semiconductor is in talks with nvidia to produce Blackwell ai chips at taiwan semiconductor's new factory in Arizona, usa.
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Increased competition! Report: amazon is persuading cloud customers to stay away from nvidia and switch to its own chips.
Analysis suggests that if amazon can shift customer spending to its self-developed server chips, which are cheaper for cloud customers due to their significantly lower power consumption compared to nvidia chips, this will enhance amazon's profit margins. Additionally, this could prevent nvidia from renting its chip servers directly to enterprises, thereby capturing more cloud market share.