NVIDIA Blackwell Costs Twice As Much As Google And Amazon’s Custom AI Chips, Yet Morgan Stanley Says It’s Worth It

Investment bank Morgan Stanley believes that even though building a data center with NVIDIA's Blackwell GPUs costs twice as much as building one with AI application-specific integrated circuits (ASICs

), the computing power efficiency of the NVIDIA chips is significantly greater than the custom chips as well. The high costs of NVIDIA's latest AI GPUs are a hot-button market topic, with CEO Jensen H ...