Amazon May Start Selling Its Custom AI Chips to Outside Companies. Should Nvidia Investors Be Worried?

Amazon is reportedly in early talks to sell its custom Trainium AI chips to external customers, potentially competing with Nvidia's dominant GPU market. However, analysts suggest the threat is manageable as Nvidia's data center revenue continues accelerating at 92% YoY growth, and Amazon itself remains one of Nvidia's largest customers, indicating the AI market is large enough to support both competitors.