Amazon and Google tip off Jensen Huang before announcing information about their homegrown AI chips — companies tread carefully to avoid surprising Nvidia, says report

Amazon and Google reportedly inform Nvidia CEO Jensen Huang before announcing updates on their AI chips to avoid surprising Nvidia, which remains a dominant supplier of training compute. Nvidia's significant investments in customers, suppliers, and competitors aim to solidify its market position. Despite efforts by companies like Amazon, Google, and OpenAI to develop their own silicon, they still heavily rely on Nvidia's technology. Nvidia's financial support across the AI supply chain makes it challenging for customers to transition away from its products. The power dynamics in the AI hardware market currently favor Nvidia, with major cloud computing companies consulting Huang before unveiling their chip advancements.