Amazon's Moonshot Plan to Rival Nvidia in AI Chips Posted by mfiguiere on Sunday November 24, 2024 @06:59PM from the bloomberg.com dept. https://www.bloomberg.com/news/features/2024-11-24/amazon-plans-to-rival-nvidia-with-its-own-ai-chips ( 2 comments | on HN )
Conversely, TSMC trading down makes no sense. Who is going to make these ASICs? Surely not Intel.