Rising infra costs make custom chips tempting, but Nvidia is still a hard fight
FinanceYF5 · x · 2026-07-28
- The post argues that soaring infrastructure costs make custom chips worth exploring for trillion-dollar-scale companies.
- But competing with Nvidia is described as extremely difficult and requiring highly specialized teams.
- The practical conclusion is that most model vendors should selectively build their own silicon only where it clearly helps, and buy the best external solutions everywhere else.
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