Semiconductor Economics
The Break-Even Maths of Building Your Own AI Accelerator
Google, Amazon, Meta and Microsoft all run their own AI accelerators now, and each publishes figures showing that its chip beats a GPU on cost or efficiency for its own work. It is easy to read that as proof that any large buyer should do the same. Those figures say nothing about what the programme cost or how many chips it took to pay that back. So this post builds the missing sum. It sets a merchant GPU against a custom part using fixed cost…