[yonkshi]

I think we will also see proportionally more and more chips coming out of US companies as well.

When Google started their own chips (TPUs), they just kickstarted a vertical integration race amongst the tech giants. Apple, Intel, Nvidia were the old players, Google is dipping their toes in with TPU, now Amazon and probably soon Microsoft and FB.

I think overall we will see more chips from both Asia and US

[evancox100]

Microsoft has been doing custom silicon longer than either Google or Amazon, as a part of the Xbox security-related functionality I believe. And then other consumer products like Hololens, custom pen ASIC in Surface, etc. Now Azure Sphere (more so giving away silicon IP to others, but still have their fingers in it.)

Edit: All this in addition to their widespread and well documented usage of FPGAs for Azure network offload and Bing acceleration.