Amazon Plays Both Sides: Chip Competition Leads To Team-Ups - Amazon.com (NASDAQ:AMZN)

Amazon takes a jab at Nvidia over chips shift

The tech stack is converging. “Our chips business is on fire, changes the economics for AWS, and will be much larger than most think,” Amazon CEO Andy Jassy said in his annual shareholder letter this week. “Virtually all AI thus far has been done on NVIDIA chips, but a new shift has started.”It was an unusual jab at a close partner that Amazon still heavily relies on for GPUs. But it’s another signal that Nvidia — historically a supplier to Big …

Amazon signals chip export ambitions as in-house silicon business tops US$20 billion run rate

Amazon's custom chip business has surpassed an annual revenue run rate of more than US$20 billion, CEO Andy Jassy said in his annual shareholder letter, according to . The figure reflects the rapid adoption of Amazon Web Services' (AWS) in-house silicon portfolio, including Graviton CPUs and Trainium AI accelerators, which are currently sold exclusively through AWS cloud services.

Amazon Considers Selling In-House Chips to Other Companies

The disclosure offers a rare glimpse into the scale of Amazon’s in-house chip operation, which produces general-purpose computing and AI accelerators.

Amazon Plays Both Sides: Chip Competition Leads To Team-Ups - Amazon.com (NASDAQ:AMZN)

AWS CEO Matt Garman discusses Amazon and its AI strategy, highlighting custom chips and partnerships with Nvidia.

Amazon’s Secret Weapon: The Chip That Could Dethrone Nvidia

Remember when everyone thought Nvidia had an unbreakable stranglehold on AI chips? Yeah, about that. Andrew Left, the short-seller who’s made a career out of calling BS on overvalued companies, just dropped a bombshell: Amazon might be about to flip the entire semiconductor game on its head. Here’s the setup: Amazon CEO Andy Jassy dropped his 2025 shareholder letter, and in it, he basically said, “Hey, we’ve been spending billions on AI infrastr…

Amazon May Sell Proprietary AI Chips to Firms

Amazon.com, Inc. is thinking of peddling its chips to other businesses. On April 9th, CEO Andy Jassy announced that the cloud computing firm's in-house silicon operation is expected to generate over $20 billion in revenue for the year. The revelation provides an unprecedented look into the scope of Amazon's in-house chip operation, which manufactures AI accelerators, general-purpose computing chips, and efficiency enhancements for the company's …