Amazon's custom chip business is seeing rapid growth as Amazon and other large tech companies build in‑house processors to cut dependence on costly Nvidia AI chips. The shift could reduce Nvidia's pricing power and improve Amazon's strategic control over AI infrastructure and potentially margins.
Amazon's custom chip business is seeing rapid growth as Amazon and other large tech companies build in‑house processors to cut dependence on costly Nvidia AI chips. The shift could reduce Nvidia's pricing power and improve Amazon's strategic control over AI infrastructure and potentially margins.
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mildly positive
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0.25
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