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I said a while back that I expect the major cloud vendors (Azure, AWS, GCP, etc) to start trying to develop their own chips for AI work. Google already does to some extent with their tpus. At the very least, this is saber rattling trying to convince nvidia to lower prices.


Apple as well, if I understand correctly what the "Apple Neural Engine" is all about.


Both Amazon and Google already do this, there are reports that Microsoft does as well.


Why Google to only some extent?




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