The race among big cloud providers to build their own artificial-intelligence chips is moving into a new stage, according to 디지털투데이 (Digital Today). The outlet reports that Google and Amazon are now pushing to sell their AI chips to external customers — not just using them to power their own data centers and cloud services.
That shift is the heart of the story. For years, the largest cloud companies have designed custom chips primarily for in-house use, tailoring the hardware to their own AI workloads. According to 디지털투데이, the move to court outside buyers marks a new phase in what it describes as a "big cloud AI chip war."
Selling chips externally puts Google and Amazon into more direct competition for customers who need AI computing power, broadening the market beyond a single dominant supplier of AI accelerators.
Why it matters: if two of the world's largest cloud companies start offering their homegrown AI chips to outside buyers, it could give businesses more options — and more pricing leverage — in a market where access to AI hardware has become one of the most valuable resources in technology.