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from24/7 Wall St.
2 months agoIs Amazon the Most Underrated Chip Stock on the Market?
Investors know Amazon ( NASDAQ:AMZN | AMZN Price Prediction) for its dominance in e-commerce and cloud computing through AWS, and are likely familiar that it has pushed into chipmaking with its Trainium line that is designed for AI training and inference. Yet, their thoughts on its silicon efforts often don't go much beyond that and, in doing so, overlook the deeper significance it holds.
Business
Artificial intelligence
fromTechCrunch
4 months agoAndy Jassy says Amazon's Nvidia competitor chip is already a multi-billion-dollar business | TechCrunch
Amazon's Trainium chips are gaining significant traction and capturing substantial cloud AI workload share against Nvidia, driven by price-performance and large customers like Anthropic.
from24/7 Wall St.
5 months agoLive: Will Amazon Move Higher After Q3 Earnings After the Bell?
Amazon added 3.8 GW of power in the last 12 months, expects another >1 GW in Q4, and plans to double AWS power capacity again by 2027. Power is becoming the main bottleneck for the industry, but Amazon is aggressively adding and immediately monetizing capacity. Trainium2 is "fully subscribed," already a multibillion-dollar business, and grew 150% q/q. Today it's mostly very large customers (example: Anthropic training Claude on ~500,000 Trainium2 chips, going to ~1 million).
Artificial intelligence
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