SemiAnalysis: Six of Nvidia's seven biggest customers are building their own chips, TPU now matches Nvidia
AccBalanced · x · 2026-11-15
SemiAnalysis reports that Nvidia's seven biggest customers — Google, Microsoft, Meta, Amazon, SpaceX, Anthropic and OpenAI — account for the vast majority of deployed GPUs, and all but SpaceX are building their own chips. Key points:
- Without Nvidia propping up CoreWeave and other neoclouds, those industries wouldn't exist and hyperscalers would have full control.
- Jensen is the only semiconductor executive convincing supply chain companies to invest at unprecedented scale.
- Per SemiAnalysis benchmarking, Google's TPU is just as good as Nvidia's silicon, but Google lacks the dealmaking DNA.
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