Proprietary interconnects co-opt the custom silicon designed to bypass them.
By forcing alternative ASICs onto proprietary scale-up fabrics and executing aggressive acquisitions, dominant chipmakers neutralize second-source threats before they can scale independently.
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Acquiring specialized alternative architectures allows the dominant vendor to build its own niche ASIC solutions and neutralize independent inference competitors.
It shows how Nvidia neutralizes rival ASICs by integrating its proprietary interconnect and memory fabrics directly into competitors' designs.
Nvidia co-opted Groq's specialized inference architecture by acquiring it and directly integrating the LPUs into its flagship server systems.