Amazon's Trainium Chips: A Threat to Nvidia and Intel
Tech News Today | 2 Min News | The Daily News Now! · The Daily News Now!
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Show Notes
Amazons Andy Jassy fires shots at Nvidia and Intel, hyping Trainium AI chips, now at a $20B annual revenue run rate in AWS. Hes flexing on Intel too, with Graviton processors powering 98% of top 1000 cloud customers. Jassys pitching $200B capital expenditures for 2026, tied to big deals like OpenAIs $100B commitment. He hints at selling robotics tech based on warehouse bot data, with Project Kuiper satellites already landing contracts. Jassy argues demand for AI and cloud is real, with more deals in the works.
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