Of course corporations will have a lot of different bets. Most of them will not pan out but they will try.
Meta will not be able to produce a chip that can run GenAI workload in the next 2 years.
Microsoft is doing a side-quest, and they haven't even proved themselves with their FPGA adventure and ARM server adventure.
Amazon is legit, they have done well on ARM server, but trainium is TBD, and how much they will pull back in a recession given Jassy is a number guy will be a question mark.
No need to discuss, we can just see this in 2 years, everything will be crystal clear.
