and so is Meta: https://ai.meta.com/blog/next-generation-meta-training-infer...

Ever since Apple did it everyone has leaped on board. Let's see how things pan out for everyone...

Google introduced their first TPU in 2015...? Long before Apple taped out their first silicon.

if we're talking custom silicon, Google acquired Motorola in 2011, and Apple acquired PA semi in 2008.

The idea is obvious to everybody in the industry, it's a question of money and motivation.

Apple’s first in-house designed chip was the A4 in 2010.

And that's why $ARM is a good buy. Selling swords and steel to all these armies as they go to war.

ARM is just collecting royalties in this space. Their reference designs aren't exactly competitive.

I'm not saying it's a bad buy, either, but if and when they turn the screws, there will be a mass exodus. Solid long term play perhaps, but not going to see Nvidia like price action.