As far as I understand all the inference purpose-build silicon out there is not being sold to competitors and kept in-house. Google's TPU, Amazon's Inferentia (horrible name), Microsoft's Maia, Meta's MTIA. It seems that custom inference silicon is a huge part of the AI game. I doubt GPU-based inference will be relevant/competitive soon.
Gemini is likely the most widely used gen AI model in the world considering search, Android integration, and countless other integrations into the Google ecosystem. Gemini runs on their custom TPU chips. So I would say a large portion of inference is already using ASIC. https://cloud.google.com/tpu
Soon was wrong. I should have said it is already happening. Google Gemini already uses their own TPU chips. Nvidia just dropped $20B to buy the IP for Groq's LPU (custom silicon for inference). $20B says Nvidia sees the writing on the wall for GPU-based inference. https://www.tomshardware.com/tech-industry/semiconductors/nv...
