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“AWS RAISES PRICES FOR NVIDIA COMPUTE BY 20% - THE INFORMATION”
@tradfi
AWS passing a 20% NVIDIA compute surcharge to customers signals hyperscaler margin pressure and actively incentivizes substitution away from NVIDIA GPUs toward proprietary silicon.
NVDASHORT@ $191.94
$199.70-4.04%
since call Jun 26
peak +1.3%
in postLONG
“AWS RAISES PRICES FOR NVIDIA COMPUTE BY 20% - THE INFORMATION”
@tradfi
AWS carves out Trainium from NVIDIA price hikes, accelerating customer migration to Amazon's own silicon and widening AWS margins.
AMZNLONG@ $236.86
$265.36+12.03%
since call Jun 26
peak +16.8%
TIMESTAMPS
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