$Alphabet(GOOGL.US) Alphabet has been developing its TPUs, positioning them as competitive alternatives to Nvidia's graphics processors. Google's investment in TPUs aims to reduce AI computing costs by up to 30%, potentially transforming its data centers and impacting Nvidia's market share, which currently stands at 86%. The introduction of a neocloud business model enhances this threat, as Google plans to rent TPU capacity to other tech companies, challenging Nvidia's pricing power and profit margins. Many other tech companies are also looking to custom processors to make their AI models more efficient and reduce costs. SpaceX is building what some are calling a "sovereign AI" in which they own everything from the chip design and manufacturing to the AI model itself. @Captain's Treasure