# @benzinga on TikTok

- **Type:** Video
- **Original URL:** https://www.tiktok.com/@benzinga/video/7612734809722424589
- **Gondola URL:** https://gondola.cc/posts/58029214-benzinga-tiktok
- **Thumbnail:** https://img.gondola.cc/tr:w-,h-,fo-auto/postThumbnails/e2637611d3.jpg
- **Posted:** 2026-03-02T18:59:56.000+00:00

## Caption

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 element of the deal centers on OpenAI's use of Amazon's custom Trainium chips, including next-generation versions expected in 2027. #CathieWood #Nvidia #Amazon #Google #Investing

## Stats

- **Views:** 3,040
- **Likes:** 26
- **Shares:** 2
- **Comments:** 0

## Tags

cathiewood, amazon, investing, google, nvidia

---
Copyright (c) Gondola