Amazon and Google eat into Nvidia’s AI chip supremacy

In the three years since the artificial intelligence boom began, the one thing that has been safe to assume is that almost every big AI project starts with chips from Nvidia.

But last year, two of the tech industry’s most powerful companies — which also happen to be two of Nvidia’s biggest customers — made small but meaningful dents in Nvidia’s seemingly insurmountable business.

First, Amazon started packing thousands of its own AI chips into a massive network of computer data centers in Indiana, where they are being used by Anthropic, one of the world’s leading AI companies.