Jeff Bezos just named Amazon's next big pillar

Jeff Bezos names Amazon's chip business as its next pillar alongside AWS and Prime. Here's what Trainium, Graviton, and the ...
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Amazon Desires to Spend More Than $220 Billion in AI Capex This Year. That’s Why I’m Buying

I keep buying Amazon (NASDAQ:AMZN | AMZN Price Prediction), and the July 30, 2026 earnings report gave me another reason to ...

Astera Labs benefits from Amazon partnership ahead of earnings: Morgan Stanley

Astera Labs earnings may beat and raise on Amazon Trainium Scorpio switch ramp; GlobalFoundries seen with limited AI ...
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Amazon Is Taking On Nvidia and Google. Why It’s a Big Deal for the Stock.

Amazon.com said Tuesday that its newest artificial-intelligence chips are now available for customers, offering a challenge to industry leader Nvidia and custom chips from Google. Amazon said ...

Amazon Ad Sales Up 26%, Q2 Profit Hits $62.6 Billion With Anthropic

Amazon reported its second-quarter 2026 earnings Thursday, revealing it beat Wall Street’s estimates with more than $200 ...

Amazon could eventually sell its high-demand Trainium AI chips

Amazon is leaving the door open for it to sell its Trainium artificial-intelligence chips to customers. "We do have an ...

Marvell Technology (MRVL) Could Gain If Amazon Sells Trainium Beyond AWS

Amazon is preparing to sell its Trainium AI chips to external customers outside its own cloud platform. Marvell Technology (NasdaqGS:MRVL) is a design and manufacturing partner for these chips, ...

How Alphabet and Amazon Each Built The ‘Best’ Nvidia Chip Alternatives

Google and Amazon both claim their custom chips can replace Nvidia, but they built completely opposite silicon strategies to ...

The 3 Ways Amazon’s Trainium Chips Erode Nvidia’s Dominance Into Early 2027

Amazon's Trainium chips just crossed a threshold that puts them in NVIDIA's direct sales lane for the first time, and three converging forces suggest the AI infrastructure pecking order looks ...