Note that Microsoft and Meta also have in-house-designed chips that we do not currently track, though we believe these have a negligible impact on our estimates.
这个脚注意味深长：微软（Maia）和 Meta（MTIA）的自研芯片被 Epoch AI 认为「影响可忽略不计」。对比 Google TPU 的主导地位，这说明自研芯片的成败取决于是否愿意长期投入——Google 从 2015 年就开始研发 TPU，整整比竞争对手早了近十年。先发优势在芯片领域尤为致命。