[xbmcuser]

With all the major players like Amzn, Msft and Alphabet going for their own custom chips and restrictions on selling to China it will be interesting to see how Nvidia does.

I personally would prefer China to get to parity on node size and get competitive with nvidia. As that is the only way I see the world not being taken over by the tech oligarchy.

[JCM9]

The custom chips don’t seem to be gaining traction at scale. On paper the specs look good but the ecosystem isn’t there. The bubble popping and flooding the market with CUDA GPUs means it will make even less sense to switch.