2026-07-09 06:57 UTC
@themipper@mastodon.social @veroandi@mastodon.social No personal opinion here - just some info I've collected
Innovations:
Apple: its own ARM-based processors, it took a decade and $20 b investment. Influenced by acquisitions.
Amazon: "Trainium" chips, influenced by acquisition of Annapurna Labs
Google: TPUs - internal
Microsoft: DPUs - internal
So it's a mixed bag
However, buying a company with the seed innovation is not the same scaling to the whole company, that requires time, in-house experts, and huge R&D investment
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