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Episode 190: New Amazon (AMZN) Chips Are Coming – Are They “Nvidia Killers?”
Amazon put up strong earnings growth performances in its e-commerce, media, and advertising segments. However, the main spotlight is once again on AWS, which, despite being a smaller part of Amazon's revenue, generates the majority of its profits. We discuss AWS's impressive year-over-year growth, and how custom chip innovations may help differentiate AWS from the cloud crowd. However, do custom chip designs for AI mean AWS could be a future "Nvidia killer?" Chip Stock Investor explains in this video to help investors understand the fundamentals of the semiconductor industry. This video is…
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