Epoch's work is free to use, distribute, and reproduce provided the source and authors are credited under the Creative Commons BY license. Learn more about this graph For each AI chip designed by Nvidia, AMD, Google, and Amazon, we estimate the per-chip cost of four component categories: memory (HBM), logic dies, advanced packaging (CoWoS), and auxiliary components. We then multiply those per-chip costs by estimated quarterly production volumes to get total component spending in each category, a...