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That’s not necessarily true. Many companies make chips they won’t sell to support lucrative, proprietary offerings. Mainframe processors are the classic example.

In AI, Google (TPU) and Intel (Gaudi) each have chips they push in cloud offerings. The cloud offerings have cross selling opportunities. That by itself would be a reason to keep it internal at their scale. It might also be easier to support one, or a small set, of deployments that are internal vs the variety that external customers would use.




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