Amazon's AWS & A.I. Chip Push: AMZN Upside Not Downside for NVDA
Schwab Network · Schwab Network
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Show Notes
Amazon's (AMZN) re:Invent 2025 event showed a key emphasis on A.I. and AWS, says Steven Dickens, though he also points to the company's in-house chip development as another takeaway investors can't miss. The company is making the maneuvers as it seeks to use A.I. to boost efficiency and ad sales. However, Steven makes the case that potential gains for Amazon will not hurt Nvidia (NVDA). Tom White offers an example options trade for Amazon.
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