Why Big Tech Is Finally Ditching Nvidia (And Making Its Own Chips Instead)

Why Big Tech Is Finally Ditching Nvidia (And Making Its Own Chips Instead)

For three years, Nvidia owned the AI chip game. Every major tech company—Google, Meta, Amazon, Microsoft—basically had no choice but to buy their GPUs. It was like being forced to use one airline because nobody else had planes. But here’s the thing: the economics just changed. Training AI models? That’s expensive, sure. But the real money pit is *inference*—all those billions of times people actually *use* these models every single day. At that …