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Nvidia’s great silicon showdown
The chipmaker’s biggest customers want a piece of its business. It is fighting back with a $500bn deal
TL;DRAI
Nvidia and cloud giants—Amazon, Google, Meta, Microsoft—are pursuing independence from their traditional chip-supplier relationship. Vertical integration in AI infrastructure will accelerate; IT leaders should reassess platform lock-in risks and diversify capex allocation.
230 words~1 min read
