Episode 22 of Cloud Computing with Fexingo explores why the biggest cloud providers—AWS, Google Cloud, Microsoft Azure—are pouring billions into designing their own custom chips. Lucas and Luna break down the specific economics driving this shift, from Arm-based processors to AI accelerators. Using concrete examples like AWS's Graviton and Google's TPU, they explain how custom silicon reduces costs, improves performance, and locks customers deeper into each ecosystem. The episode also examines what this means for traditional chipmakers like Intel and AMD, and whether cloud customers ultimately benefit from the competition. A focused, numbers-driven conversation for anyone managing cloud infrastructure or watching the semiconductor landscape evolve.

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