The Race for AI Independence

Every single day brings a new headline. Today's: Amazon steps up effort to build AI chips that can rival NVIDIA. This follows news a few days ago that Amazon was dangling billions of dollars more in investment into Anthropic, if they would commit to using these new chips. Anthropic is said to be reluctant given how wedded they are to NVIDIA's stack for their models.

Amazon is not alone here, of course. Google was early in building out their own chips. Microsoft is working on their own chips. Microsoft's partner OpenAI is also working on their own chips. Apple is already using their own chips and building more. Every AI company in China now basically must work on their own chips given the import restrictions. Meta seems perhaps most wedded to NVIDIA given the love-fest between Mark Zuckerberg and Jensen Huang on various stages around the world. But of course, they're also working on their own AI chips...