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“AWS RAISES PRICES FOR NVIDIA COMPUTE BY 20% - THE INFORMATION”
@RJCcapital
AWS raising NVIDIA compute prices 20% validates GPU demand strength and NVIDIA's irreplaceable pricing power
NVDALONG@ $190.97
$199.74+4.59%
since call Jun 26
peak +11.1%
“AMAZON WILL EXCLUDE CAPACITY BLOCKS USING PROPRIETARY TRAINIUM CHIPS FROM THE 20% PRICE HIKE”
@RJCcapital
Amazon exempts Trainium from 20% AWS GPU price hike, giving its proprietary chip a structural cost advantage that accelerates customer migration off NVIDIA
AMZNLONG@ $238.07
$265.72+11.61%
since call Jun 26
peak +16.8%
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