巨头们，都想和英伟达“分手”

Core Viewpoint - Major cloud service providers and Nvidia's clients are beginning a long "divorce" process, focusing on developing their own ASIC chips to reduce dependence on Nvidia's expensive hardware and software ecosystem [1][2]. Group 1: Market Trends - The procurement of Application-Specific Integrated Circuits (ASICs) is expected to grow at a compound annual growth rate (CAGR) of 50%, primarily driven by companies like Microsoft, Google, and Amazon AWS [1]. - Nvidia's hardware, particularly the Blackwell architecture B200 GPU, is widely used in data centers, but its high cost (ranging from $70,000 to $80,000 per chip) is prompting clients to seek alternatives [1]. Group 2: Client Strategies - Core cloud computing clients of Nvidia are increasing their orders for ASIC hardware while still purchasing Nvidia products, indicating a gradual shift towards hardware autonomy [2]. - Companies like Amazon and Google are heavily investing in self-developed chips, with Amazon reportedly running about 50% of its new servers on its AWS Graviton Arm processor family [3]. Group 3: Industry Dynamics - Nvidia is forming partnerships with various ASIC manufacturers through its NVLink Fusion program, allowing seamless collaboration between Nvidia hardware and third-party ASIC servers [3]. - TSMC, as a major foundry for both Nvidia's hardware and the ASIC chips of large cloud clients, is positioned to benefit significantly from this trend [3].