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Google TPU and AWS Graviton are custom AI chips designed to accelerate machine learning workloads in the cloud. Microsoft is also working on its own custom AI chip, code-named Athena, which is expected to outperform NVIDIA’s chips in terms of cost and performance. Microsoft has accelerated the development of its custom AI chip and it is expected to be available for deployment by next year. It will be interesting to see the dynamics of partnership between Microsoft and NVIDIA going forward.