India, June 23 -- NVIDIA still leads in the AI chip race, but its global AI infrastructure push recently may reflect concerns that hardware growth may slow-and that CSPs ramping up ASIC development could become serious challengers. According to Commercial Times, as Google, Microsoft, and Meta ramp up in-house ASIC development, NVIDIA's grip on the AI accelerator market could face a turning point by 2027.

Notably, Taiwanese ASIC firms like Alchip and TSMC-affiliated GUC are riding the wave of growing demand, collaborating with AWS and Microsoft on custom chip designs, as highlighted by the report. Here's a quick look at the latest ASIC moves by cloud giants and their key design partners.

Google reportedly leads with TPU v6 Trillium

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