Every Tech Giant Is Building AI Chips — Here’s What That Really Means for Nvidia скачать в хорошем качестве

Every Tech Giant Is Building AI Chips — Here’s What That Really Means for Nvidia

Every major tech company is building its own AI chip right now. Microsoft. Amazon. Google. Meta. Apple. Tesla. At first glance, that sounds like bad news for Nvidia. But when you actually follow the money — and the workloads — a very different picture emerges. In this video, I break down: • Why Nvidia still dominates AI training • Why AI inference is fragmenting across custom silicon • How hyperscalers are trying to reduce the “Nvidia tax” without replacing Nvidia • What Microsoft’s Maia, Amazon’s Trainium & Inferentia, Google’s TPUs, and Meta’s MTIA are really designed to do • Where AMD fits into this shift — and why it doesn’t need to dethrone Nvidia to win This isn’t a chip-war story. It’s an economics story. As AI becomes core infrastructure — embedded into search, cloud, productivity software, advertising, and consumer devices — companies are being forced to vertically integrate parts of the stack to protect margins. Nvidia isn’t losing. But it’s no longer allowed to own everything. If you care about AI investing, cloud economics, and where the next decade of compute spend is going — this video will make the landscape click. 00:00 The Race for In-House AI Chips 00:33 Learning from Apple & Tesla 01:25 How Custom Silicon is Made (TSMC) 01:59 Training vs. Inference Explained 02:34 Meta’s MTIA Strategy 03:06 Microsoft’s Maya & Copilot Costs 03:44 AWS & Google: The Early Movers 04:43 AMD as the Nvidia Alternative 04:59 Why Nvidia’s Software is the Real Moat 05:27 The Future of AI Infrastructure #Nvidia #AIChips #AIInfrastructure #TechStocks #Semiconductors #Investing #CloudComputing #AIInvesting #mag7challenge