
K
Kodetra TechnologiesJun 17, 2026
While everyone argues about NVIDIA, Amazon quietly built a $20B chip business. π
The full silicon unit (Trainium + Graviton + Nitro) would be worth ~$50B on its own. Trainium2 is ~30% better price-performance than comparable GPUs and basically sold outβwith $225B in commitments. Jassy hinted Amazon may start selling chips externally.
Lesson: owning your hardware is becoming an AI superpower.
Will Amazon dent NVIDIA's lead? π
More at www.contentbuffer.com
#AI #Semiconductors #Amazon #NVIDIA
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