What is Nvidia's Custom Chip Play?

What is exactly Nvidia's ceiling here with custom chips.

Hey Everyone,

As Nvidia overtook both Amazon and Google in market cap in mid February, 2024, it has a lot of other exciting plans. Nvidia—which roughly translates to “envy” in Latin—has been having its AI moment.

This graph should have Amazon too, but it’s just to illustrate how hot the AI chips and semiconductor space is.

Nvidia’s H100s are the stuff of legends for LLMs and AI, but what about custom chips? Nvidia is building a new business unit focused on designing bespoke chips for cloud computing firms and others, including advanced artificial intelligence (AI) processors, nine sources familiar with its plans told Reuters.

Datacentre custom chip market could swell to $10 billion this year and potentially double by 2025