MICROSOFT IS FINALLY MAKING CUSTOM CHIPS — AND THEY’RE ALL ABOUT AI

Summary from the TLDR newsletter

Microsoft built its own custom AI chip for training large language models. It has also developed Arm-based CPU for cloud workloads. Both chips will arrive in 2024. They could potentially lessen the industry’s reliance on Nvidia. Microsoft is already designing the second-generation versions of these chips. More details about the new chips are available in the article.