Good summary of the different players. Thanks @ed-lo.
The AlphaGo Zero news is exciting and maybe a little bit unsettling. TPU only works for tensorflow if I am not mistaken. So the question to ask is whether the industry is settling on tensorflow as default? Google seems to think so and is doing all it can to make that happen.
I recently bought some Micron shares as an opener for my AI protfolio. I have no idea how the google/Amazon/nvidia fight will shake out. Nvidia is too expensive for me anyway. An interesting player maybe the good old intel. It has spent vast sums of money to buy into that space. Their intent is clear. Only question is their execution which has not been stellar of late.