--- title: "Ark predicts that by 2030, custom chips will account for more than one-third of the computing market, and Amazon will challenge NVIDIA's dominance" type: "News" locale: "en" url: "https://longbridge.com/en/news/277407276.md" description: "Ark Invest predicts that by 2030, custom artificial intelligence chips will account for more than one-third of the computing market, and Amazon will challenge NVIDIA's dominance. Research Director Frank Dowling pointed out that the definition of custom chips is becoming blurred, and Amazon's collaboration with OpenAI will further drive this trend. Amazon has committed to investing up to $50 billion in OpenAI and expanding its computing agreement to $100 billion, with OpenAI using Amazon's Trainium custom chips" datetime: "2026-03-02T05:16:48.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/277407276.md) - [en](https://longbridge.com/en/news/277407276.md) - [zh-HK](https://longbridge.com/zh-HK/news/277407276.md) --- > Supported Languages: [简体中文](https://longbridge.com/zh-CN/news/277407276.md) | [繁體中文](https://longbridge.com/zh-HK/news/277407276.md) # Ark predicts that by 2030, custom chips will account for more than one-third of the computing market, and Amazon will challenge NVIDIA's dominance "Woodstock" Kathy Wood recently posted on social media emphasizing the increasing competition faced by NVIDIA. Her firm, Ark Invest, predicts that by the end of this decade, custom artificial intelligence chips could account for more than one-third of the computing market share. Frank Downing, Director of Next Generation Internet Research at ARK, stated in a post on X that the company expects "by 2030, more than one-third of the computing market will be custom chips." He defines custom chips as non-GPU chips—essentially alternatives to NVIDIA and AMD products—but he also notes that industry boundaries are "becoming blurred." "Everyone knows about Google's TPU, but Amazon is the sleeping giant that is waking up," Downing wrote. A chart shared by Downing shows that the market share of traditional servers is rapidly being eroded by accelerated computing, while application-specific integrated circuits (ASICs) are expected to rival GPUs by 2030, continually expanding their market share. Wood retweeted the post, adding, "NVIDIA will face competition." Before Wood made this comment, Amazon and OpenAI announced a long-term partnership. Amazon committed to investing up to $50 billion in OpenAI and expanding the existing computing agreement amount to $100 billion over the next eight years. The key to the agreement is that OpenAI will use Amazon's Trainium custom chips, including the next-generation version expected to launch in 2027. OpenAI will consume about 2 gigawatts of Trainium computing power, highlighting the scale of Amazon's investment. Meanwhile, Alphabet Inc.'s Google continues to position its Tensor Processing Units (TPUs) as alternatives to NVIDIA GPUs, with reports that Meta has agreed to lease TPUs for advanced artificial intelligence development ### Related Stocks - [Global X Cloud Computing ETF (CLOU.US)](https://longbridge.com/en/quote/CLOU.US.md) - [Direxion Daily Semicondct Bull 3X ETF (SOXL.US)](https://longbridge.com/en/quote/SOXL.US.md) - [iShares Expanded Tech-Software Sect ETF (IGV.US)](https://longbridge.com/en/quote/IGV.US.md) - [State StreetSPDRS&PSftwr&SvcsETF (XSW.US)](https://longbridge.com/en/quote/XSW.US.md) - [GraniteShares 2x Long NVDA Daily ETF (NVDL.US)](https://longbridge.com/en/quote/NVDL.US.md) - [OpenAI (OpenAI.NA)](https://longbridge.com/en/quote/OpenAI.NA.md) - [The Technology Select Sector SPDR® ETF (XLK.US)](https://longbridge.com/en/quote/XLK.US.md) - [VanEck Semiconductor ETF (SMH.US)](https://longbridge.com/en/quote/SMH.US.md) - [Direxion Daily AMZN Bull 2X Shares (AMZU.US)](https://longbridge.com/en/quote/AMZU.US.md) - [Direxion Daily NVDA Bull 2X Shares (NVDU.US)](https://longbridge.com/en/quote/NVDU.US.md) - [NVIDIA Corporation (NVDA.US)](https://longbridge.com/en/quote/NVDA.US.md) - [Roundhill AMZN WeeklyPay ETF (AMZW.US)](https://longbridge.com/en/quote/AMZW.US.md) - [iShares Semiconductor ETF (SOXX.US)](https://longbridge.com/en/quote/SOXX.US.md) - [GraniteShares 2x Long AMZN Daily ETF (AMZZ.US)](https://longbridge.com/en/quote/AMZZ.US.md) - [Amazon.com, Inc. 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