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Amazon’s AI Chip Gamble | San Jose News
Amazon’s CEO just dropped a jaw-dropping stat: if Amazon’s chip division stood alone, it’d rake in over $25 billion a year—growing at triple digits. The AI boom is reshaping the semiconductor world, turning cloud giants into chip designers and rivals. Nvidia still dominates, but its biggest customers—Amazon, Google, Microsoft—are now competing with it, building their own AI chips and even selling them. With demand exploding since ChatGPT, the inference market is opening up, sparking a global gold rush as hundreds of startups race to design next-gen silicon. Google teams up with Marvell…
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