The Rise of Custom AI Chips Is Breaking Nvidia’s Grip
Nvidia (NVDA) built a near-monopoly on AI compute. For the past three years, every major AI company— Alphabet (GOOGL), Meta (META), Amazon (AMZN), Microsoft (MSFT) — has relied on its GPUs to train and run models at scale. That worked — until the economics changed. So Big Tech isn’t just buying chips anymore. They’re building their own. This post originally appeared at InvestorPlace.









