Why OpenAI, Google and SpaceX Are Suddenly Building Their Own AI Chips
The biggest companies in tech just decided Nvidia isn't enough. Here's what's actually going on. For the last few years, if you wanted to run serious AI, you bought Nvidia GPUs. That was the deal. Nvidia built the best hardware, charged whatever it wanted, and everyone paid up because there was no real alternative. OpenAI, Google, Meta, Amazon — they all lined up and waited their turn. That arrangement is now falling apart. And the pace at which it's happening is almost hard to keep up with. In just the last few months, OpenAI unveiled its first custom chip, Google announced its eighth generation of in-house processors — this time splitting the design into two separate chips for the first time — and SpaceX is actively building a chip fab as a joint venture with Tesla. These aren't side projects. These are multi-billion dollar bets that the AI industry's dependence on a single chip supplier is a structural problem that needs to be solved. OpenAI's...