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Will Amazon's AI Chip Business Be a Threat to Nvidia?
The Motley Fool·
Amazon is in early talks to sell its Trainium AI chips to external customers, potentially competing with Nvidia in the AI chip market. However, despite Amazon's custom chips offering 30% better price performance, Nvidia remains the market leader with a strong competitive moat through its CUDA ecosystem. Analysts suggest both companies can thrive as the AI industry continues rapid growth, with Nvidia also expanding into CPU markets for agentic AI.
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