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I don't like this trend where all the big tech companies are bringing hardware in-house, because it makes it unavailable to everyone else. I'd rather not have it be the case that everyone who isn't big tech either pays the Nvidia tax or deals with comparatively worse hardware, while each big tech has their own. If these big tech companies also sold their in-house chips, then that would address this problem. I like what Ampere is doing in this space.

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Another way to look at it would be that if all the big players stop buying up all the GPUs, prices will come back down for regular consumers, making it available for everyone else.

But there's a real risk that in the long term all of the "serious" AI hardware research will get done inside a few big companies, essentially shutting out smaller players with a hardware moat.

Unless they start selling the hardware, but in the current AI market nobody would do that because it's their special sauce.

On the other hand, maybe it's no different than any other hardware, and other makers will catch up eventually.

And some of those people will leave to start their own companies or join competitor chipmakers. Innovation will continue.

Independent chip companies, some of which were made that way, often get acquired and turned into in house only for big tech.

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