Amazon acquired a stealthy chip startup a decade ago. Now that company is a key player in Amazon's cloud AI strategy—and its huge investment in Anthropic.

Amazon.com Inc. Chief Executive Andy Jassy said that expensive chips are holding back artificial-intelligence innovation — but he thinks that will change soon. ”AI does not have to be as ...

Amazon’s Trainium 2 and Inferentia 2 chips slash AI costs by 30-70%, undercutting Nvidia. Shifting to in-house chips could save $7-10B+ annually, boosting margins and EBITDA. Amazon’s custom ...

Nvidia revealed new US controls on American chipmakers’ sales to China in a late-night regulatory filing on Tuesday, in which ...

This is largely because Nvidia acts as an “arms provider” in the AI race. By investing in Nvidia, you’re not betting on any single company like OpenAI, Google, or Amazon to win the AI battle.

Alphabet and Nvidia have reportedly invested in Ilya Sutskever's $32 billion AI startup Safe Superintelligence, as tech ...

SSI, which sources say was recently valued at $32 billion in a round led by Greenoaks, is one of the highest-profile startups ...

Jassy didn't mention Nvidia Corp. (NVDA) directly in his letter, but noted that "most AI to date has been built on one chip provider." And that's been "pricey." Amazon ... How we use your ...