ARK Sees Custom Silicon Reshaping AI Compute Market Frank Downing , ARK's director of research for next-generation internet, said in a post on X that the firm expects "over a third of the compute market will be custom silicon by 2030. " He defined custom as non-GPU chips - effectively alternatives to products from Nvidia and Advanced Micro Devices, Inc. (NASDAQ: AMD ) - though he noted that industry lines are "blurring. " "Everyone knows Google's TPU, but Amazon is the sleeping giant that is waking up," Downing wrote. A chart shared by Downing shows traditional servers rapidly losing share to accelerated computing, with application-specific integrated circuits, or ASICs, gaining ground alongside GPUs through 2030. Wood amplified the message, sharing the post and adding: "Competition for Nvidia. " Amazon-OpenAI Deal Signals Shift Beyond Nvidia GPUs Amazon committed up to $50 billion to the ChatGPT maker and expanded an existing compute agreement by $100 billion over eight years. A key e...