Why the Biggest AI Companies Are Now Building Their Own Chips

Episode 46 of AI Business with Fexingo. Lucas and Luna explore why major AI companies like Microsoft, Meta, and Alphabet are moving away from relying solely on NVIDIA and AMD for their AI compute. With Microsoft down 6.3% in the last five days and Meta down 4.1%, the hosts examine how owning chip design could shift cost structures, supply chains, and performance. They discuss the economics in-house silicon and what it means for investors and enterprise buyers. Specific data points include Microsoft's recent 6.3% drop and Meta's 4.1% decline, plus Super Micro Computer's 23.2% plunge highlighting the hardware shakeout. The conversation is grounded in the June 2026 market reality and recent moves by Jeff Bezos's Prometheus raising $12 billion for physical-world AI. This episode drills into one concrete question: does building your own chip make financial sense, or is it a distraction? #AI #ArtificialIntelligence #AIHardware #ChipDesign #NVIDIA #AMD #Microsoft #Meta #Alphabet #InHouseChips #AICost #Compute #EnterpriseAI #Semiconductors #TechStocks #Business #BusinessPodcast #FexingoBusiness Keep every episode free: buymeacoffee.com/fexingo