Amazon and Google both have custom chips. Here's what they said about their future.

[Assorted cloud computing platforms app icons] Robert Way Amid their respective surges in artificial intelligence-related spending, Amazon (AMZN [https://seekingalpha.com/symbol/AMZN]) and Alphabet (GOOG [https://seekingalpha.com/symbol/GOOG]) (GOOGL [https://seekingalpha.com/symbol/GOOGL]) have seen strong internal demand for their respective custom chip businesses. Both companies still rely heavily on Nvidia (NVDA [https://seekingalpha.com/symbol/NVDA]) for access to GPUs and will likely continue to do so for the foreseeable future. However, it's clear the ambitions of both companies go beyond just internal use to generate revenue.