Are Amazon and Alphabet's custom chips a threat to Nvidia?

Nvidia is still the market leader by far.

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 ...

Broadcom's future $100 billion custom chip business is your sign to buy now

Broadcom's custom chip business is rapidly accelerating.

Amazon's AI Chip Backlog Stands at a Massive $225 Billion. That's Great News for This Semiconductor Stock That Has Doubled in 2026

The strong demand for Amazon's custom artificial intelligence processors will be a tailwind for its semiconductor design ...
Reuters

Meta extends custom chips deal with Broadcom to power AI ambitions

April 14 (Reuters) - Meta will work with chip designer Broadcom to produce several generations of custom artificial intelligence processors under an expanded deal as the social media giant races ‌to ...

Nvidia Needs to Watch Out for This Custom Chip Designer (Hint: It's Not Broadcom)

Amazon has already rolled out several successful generations of custom chips.
The Tech Portal

Anthropic in early talks to secure custom AI chips from Fractile: Report

Anthropic is reportedly in early discussions with UK-based semiconductor startup Fractile to secure a future supply of specialized AI ...