Topic: Infrastructure

AWS designs Trainium and Inferentia through Annapurna Labs. You can rent them; you can never buy them.

Azure Maia and Cobalt exist to make Microsoft less dependent on the chips it buys. Neither is sold.

The last American company that both designs and fabricates leading-edge logic — now trying to be a foundry and an AI vendor…

Builds AI chips you have never heard of, for customers it cannot name, and the networking silicon that connects everyone else’s.

The merchant standard for AI compute. Its real moat is CUDA, not the silicon.

The main open-ecosystem challenger to NVIDIA, betting that ROCm can break a software monopoly.

Designs the TPU, the leading non-NVIDIA AI accelerator. You cannot buy one — you can only rent it.