The AI chip throne might be getting shaky. While one company has been dominating the global AI accelerator market, rumors are swirling that another tech giant is preparing to sell its proprietary AI chips to a third major player. What makes this particularly spicy? The potential buyer has been one of the dominant chipmaker's largest customers.

This shift could mark a turning point in the semiconductor wars. When your biggest client starts shopping from your competition—or worse, when that competition is also your customer—it fundamentally reshapes the power dynamics. The question now: is this just strategic diversification, or are we watching the early stages of a supply chain rebellion against monopolistic pricing?