"Nvidia's Strategic Move: Expanding into Custom Chip Market with AI Acceleration"

Nvidia is venturing into the custom chip market by forming a group to help clients build their own solutions using Nvidia IP or chiplets, potentially leveraging their relationship with TSMC or Samsung for fabrication. This move could position Nvidia as an AI licensing giant and allow clients to tap into Nvidia's in-house and AWS supercomputers for design optimization. The speculation suggests that Nvidia is preparing to transform the industry and monetize through licensing deals, potentially indicating a shift in the semiconductor market.