The analysis revolves around the impact of AI chip developments from Google and Amazon on established players like Nvidia and AMD. While Nvidia maintains a dominant position across various AI applications, custom chips optimized for specific workloads from Google and Amazon are highlighted. TSMC, a key partner manufacturing these AI chips is noted as a major stock play given it is the key manufacturer to all of them. Also, to profit no matter the situation on chip manufacturer and in this case to invest on Nvidia is suggested. Finally, an investment tip is to cooling equipment and Vertiv is presented.