Part 10/13:
Nvidia, aiming to control the AI hardware ecosystem, provides crucial support to OpenAI, Anthropic, and others.
Google’s TPU efforts and Amazon’s Tranium silicon are alternative pathways, potentially displacing Nvidia if they succeed.
Nvidia’s strategy: support multiple fronts to ensure its hardware remains the backbone of AI development for years to come.
This ongoing battle will have vast downstream effects on enterprise and consumer AI development, robotics, and beyond.