Amazon.Com, Inc (NASDAQ: AMZN), though, with its duo of chips - Inferentia and Trainium - under its belt, has determined that software development will remain its primary focus.
The decision of cloud providers to remain in charge will fuel alliances and revenue prospects for teams specializing in designing application-specific integrated circuits (ASICs), posing a headwind for chipmakers like Nvidia.
Microsoft will likely bolster its strategic partnership with Advanced Micro Devices, Inc (NASDAQ: AMD). Meta is extending its chip technology collaboration with Broadcom Inc (NASDAQ: AVGO) on AI and metaverse. Taiwan-based IP and ASIC powerhouses like MediaTek, Global Unichip, and Alchip Technologies are likely contenders for a stake in the AI and high-performance computing (HPC) realm.
Price Action: NVDA shares traded lower by 0.82% at $397.86 on the last check Wednesday.
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This article Nvidia Vulnerable To In-House AI Chip Production By Google, Meta, Microsoft, Amazon originally appeared on Benzinga.com
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