NVIDIA to make custom AI chips? Tale as old as time


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Every standard products company (like NVIDIA) eventually gets lured by the prospect of gaining large volumes and high margins of a custom products business.

And every custom products business wishes they could get into standard products to cut their dependency on a small handful of customers and pursue larger volumes.

Given the above and the fact that NVIDIA did used to effectively build custom products (i.e. for game consoles and for some of its dedicated autonomous vehicle and media streamer projects) and the efforts by cloud vendors like Amazon and Microsoft to build their own Artificial Intelligence silicon it shouldn’t be a surprise to anyone that they’re pursuing this.

Or that they may eventually leave this market behind as well.


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