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Chip Giants Intel and Nvidia Face New Threats From Amazon to Google to Apple – The Wall Street Journal

Custom chip making has exploded at large tech companies, driven by expanding balance sheets and the growth of AI

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The worlds largest semiconductor companies face a growing competitive threat: their biggest customers making their own chips tailored to the supercharged areas of cloud-computing and artificial intelligence.Chip making has long been ruled by big manufacturers and design houses such as
Intel Corp.
INTC -6.30%
,
Advanced Micro Devices Inc.
AMD -0.95%
and graphics-chip maker
Nvidia Corp.
NVDA -0.52%
Now
Amazon.com Inc.,
AMZN -1.06%Microsoft Corp.
MSFT -0.38%
and Google are getting into the game…

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