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Can Amazon Take Market Share From Nvidia in the AI Chip Race?
The Motley Fool·
Amazon launched a new software tool for its Trainium AI chips to compete with Nvidia's GPUs. However, despite Amazon's $25 billion annual chip revenue run rate, it remains a fraction of Nvidia's $96.2 billion quarterly revenue. Analysts expect limited impact on Nvidia's business as hyperscalers continue purchasing Nvidia chips and Amazon itself maintains a large stockpile of Nvidia processors.
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