The Shift to Custom Silicon in AI

This chapter explores the transition from general-purpose GPUs to custom silicon in the AI hardware landscape, highlighting the strategic shift by major tech companies towards proprietary chip designs. It examines the competitive dynamics between industry leaders like NVIDIA, Google, and Amazon, assessing how these developments could impact the future of AI investments and performance. The discussion emphasizes the growing necessity for specialized hardware in achieving operational efficiency and maintaining competitiveness in an evolving marketplace.