Custom Silicon Is Quietly Breaking the Data Center Duopoly
In-house accelerators are eroding merchant silicon's grip on AI data centers. Analysis of the economics, the trade-offs and what comes next.
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Coverage of consumer and enterprise hardware: smartphones, silicon and chip architecture, laptops, wearables and the supply chains behind them.
In-house accelerators are eroding merchant silicon's grip on AI data centers. Analysis of the economics, the trade-offs and what comes next.