The most interesting thing to discover would be if one of them is that far behind, because they're succeeding on their own/someone not-Nvidia's silicon.
The public in-house projects that I'm aware of (but as far as I know haven't fully replaced demand for Nvidia GPUs) include:
- Google's "TPU" (in production, publicly rentable)
- Amazon/AWS's "Trainium" (in production, publicly rentable)
- Meta's "MTIA" (in production)
- Microsoft's "Maia 100" (I'm unclear on their status)
The public in-house projects that I'm aware of (but as far as I know haven't fully replaced demand for Nvidia GPUs) include:
- Google's "TPU" (in production, publicly rentable)
- Amazon/AWS's "Trainium" (in production, publicly rentable)
- Meta's "MTIA" (in production)
- Microsoft's "Maia 100" (I'm unclear on their status)
- Tesla's "D1" (I'm unclear on their status)