Nvidia reportedly forms unit to peddle IP to cloud providers
Briefly

The corporate shift comes in response to the growing number of cloud provers and hyperscalers building homegrown alternatives to Nvidia's GPUs for AI and other accelerated workloads, a Reuters report claims, citing multiple sources familiar with the matter.
Amazon Web Services was among the first to roll out custom silicon in its datacenters with its Graviton GPUs over five years ago and has since expanded its lineup to include smartNICs and AI accelerators. Similarly, Google's tensor processing units (TPUs) - an alternative to GPUs for AI training and inference workloads - have been under development since 2015, but have only been made available to the public since 2017.
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