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“*AMAZON IN TALKS TO SELL NVIDIA RIVAL CHIPS TO OTHER COMPANIES”
@zerohedge
Amazon selling Trainium externally adds a credible rival in the AI chip market, threatening Nvidia's pricing power and hyperscaler revenue base
NVDASHORT@ $206.86
$199.39+3.61%
since call Jun 18
peak +9.2%
“*AMAZON IN TALKS TO SELL NVIDIA RIVAL CHIPS TO OTHER COMPANIES”
@zerohedge
Amazon selling Trainium chips externally opens a new high-margin revenue line that expands AWS economics and AMZN earnings power
AMZNLONG@ $245.04
$265.38+8.30%
since call Jun 18
peak +12.7%
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