nvidia dependence

The nvidia dependence tag follows discussion of why leading technology companies are exploring custom silicon for AI infrastructure. The featured thread frames the shift around rising inference costs, strategic control, and constrained accelerator supply, with OpenAI, Broadcom, Google, Apple, SpaceX, Amazon, Microsoft, and Meta among the companies pursuing alternatives. It also emphasizes that custom chips are a hedge rather than a complete break: organizations may still rely on Nvidia GPUs, software ecosystems, networking equipment, and packaging capacity. This tag is useful for tracking the changing balance between buying accelerators and owning more of the AI computing stack.