Custom Silicon Vs. Merchant Gpus: the Battle for AI Infrastructure | BI Replay

The AI compute landscape is entering a new phase of competition as hyperscalers invest heavily in proprietary accelerators while merchant GPU providers defend their leadership. At the same time, advances in open-weight models and inference optimization are reshaping infrastructure requirements across the AI stack. Join Bloomberg Intelligence analysts as they examine the economics of custom silicon, the competitive outlook for merchant GPUs and the evolving AI hardware ecosystem, assessing which compute architectures are best positioned to capture the next wave of AI investment. This webinar is part of Bloomberg Intelligence's five-part series, How the AI Investment Cycle Is Reshaping Technology, examining the technologies, investment themes and competitive dynamics defining the next phase of AI.