CHIP SUPREMACY CHIT : TECH GIANTS ESSAY

IN THE THREE years since the artificial intelligence boom began, the one thing that has been safe to assume is that almost every big A.I. project starts with chips from Nvidia.

But last year, two of the tech industry's most powerful companies - which also happen to be the 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 A.I. chips into a massive network of computer data centers in Indiana, where they are being used by Anthropic, one of the world's leading A.I. companies.

Then Google also struck a series of deals with Anthropic. As Anthropic builds several of its own data centers in New York, Texas and other locations, Google is supplying chips for those facilities, said three people who are familiar with the partnership, speaking on the condition of anonymity because they were not permitted to discuss the deal.

A wide variety of chipmakers have spent years trying to compete with Nvidia, including old-guard companies like Advanced Micro Devices, start-ups like Cerebras and tech giants like Microsoft and Meta.

But the growing chip businesses at Amazon and Google are Nvidia's toughest competition.

'' Yes, Nvidia controls a large percentage of the market, but in this market, even small percentages are worth billions,'' said Jordan Nanos, an analyst with Semi Analysis, a data center research firm.

In 2025, Amazon's revenue from its A.I. chip, Trainium, reached '' multiple Billions,'' the company's chief executive Andy Jassy, said in a recent earnings call with investors.

Google's chips, called Tensor processing units, or TPU generated revenue in the tens of billions, as the chief executive of Broadcom, which helps makes Google chips, unexpectedly revealed a few weeks later.

Nvidia, now the world's most valuable publicly traded company, still controls 92 percent of the enormously lucrative market for the specialised chips needed to build and deploy online chatbots, image generators and other A.I. technologies.

In 2025, its revenue from A.I. chips approached $200 billion.

Companies like Amazon and Google are walking a tightrope as they compete with Nvidia : While building their own chips and providing them to customers, Nvidia remains their main supplier.

This Master Essay Publishing On Chip Supremacy continues. The World Students Society thanks Cade Metz.