trend to watch:
1. First, within GP silicon, GPUs will likely continue to take share from CPUs. An example of this is Nvidia’s data center GPU computing business, whose annual revenue has grown by 16 times in the last six years, to $5 billion in fiscal 2021.
2. value-managed relationships will emerge between traditional GP silicon vendors and their CSP customers, which will closely collaborate with the silicon vendors as they increasingly customize their GP processors and add accelerators and other enabling IP
3. for select ultra-high-volume computing workloads, hyperscalers will likely build custom ASICs in order to gain computation efficiency advantages over competing CSPs