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In the AI race it looks like TSM, for chips, with Nvidia, AMD, Microsoft and Google are the leaders at this point in time. Is there any real competition outside this group and it looks like the US will dominate. Is there any real competition to this leadership group outside of the US?
Unsure how good is AWS' Trainium 2 (and Inferentia)? If Trainium & Inferentia provide similar cost benefit without impacting efficiency as Graviton does then AWS has potential of gaining AI workload mkt share.