When are these giant tech companies going to create ASIC for AI? They created them almost immediately when Bitcoin mining proved profitable.
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Google has had it's own TPUs since 2015.
Amazon is working on a 2nd gen version of its own ASIC. I believe the 1st gen is available on AWS.
From my understanding, the main challenge is software and ecosystem support (a major issue for Intel and AMD as well and they've been at it for far longer).
Google has its own long running series of TPU's , so I think their overall investment relative in AI hardware may be larger than the chart in the article would imply.