Amazon, Facebook, Google and Tesla are among the companies that buy Nvidia's graphics cards and have kicked off chip-development projects.
"There's really one I know of that have silicon that's really in production –Google. But our conversation with large customers is intensifying. We're talking to more large customers."
Google first announced its entrance into the data centre AI chip-making world in 2016. As it produced new versions, the web company pointed to performance advantages over graphics cards that were available at the time.
Google hasn't started selling data centre chips for training AI models to other companies, though. It has started offering various products that use its Edge tensor processing unit chips, but those chips aren't as powerful as the TPU chips for training AI models in Google's cloud.)
Nvidia was one of the major beneficiaries of the recent wave of interest in artificial intelligence. The company’s stock multiplied more than ten-fold in less than three years as major companies rushed to buy chips that could smarten up their own applications or offer AI services.