AWS and Amazon's Custom AI Chips Strategy

Today on the AI Daily Brief, we explore why the next great AI platform war isn’t about models at all—but about context: who owns it, how it’s organized, and which platforms can access it. From Slack and Salesforce positioning themselves as the “agentic OS” of the enterprise to Google, Microsoft, and Grammarly battling to anchor AI agents in the data-rich environments where people already work, the competitive edge is shifting from model quality to contextual depth. As enterprises move toward “context engineering”—the discipline of making organizational data accessible and usable by AI—control over contextual ecosystems may define the next era of AI dominance. In the headlines, OpenAI announced plans to design its own self-optimizing chips through a new partnership with Broadcom.

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