Nvidia Needs to Watch Out for This Custom Chip Designer (Hint: It's Not Broadcom)
View original at nasdaq.comNvidia Needs to Watch Out for This Custom Chip Designer (Hint: It's Not Broadcom) Key Points Amazon has already sold out chip capacity for months in advance…
What we drew from this source
The claims Via News extracted from this document. We point to the source; we don't replace it.
AWS produced 50% of Amazon's total operating profits in Q4.
60% confidenceAWS produced 66% of Amazon's total operating profits in Q3.
60% confidence98% of Amazon's large clients now utilize Amazon's custom-designed Graviton CPUs.
60% confidenceAmazon is committed to being the best platform to utilize Nvidia chips even as it competes with its own custom silicon.
60% confidenceTrainium chips offer better cost-performance than GPU-based training, analogous to how Graviton displaced Intel CPUs.
60% confidenceAmazon plans to spend $200 billion on capital expenditures this year, with most going to AWS infrastructure.
60% confidenceAmazon has commitments from several major clients to use the new AWS capacity, which will drive rapid revenue growth once the infrastructure is online.
60% confidenceBroadcom is the most popular investor pick in the custom AI chip sector, behind Nvidia.
60% confidenceAmazon stock is attractively priced toward the lower end of its usual operating cash flow valuation range and represents a solid buy.
60% confidenceA $1,000 investment in Apple at the 2008 Double Down would be worth $51,615 as of April 25, 2026.
60% confidenceA $1,000 investment in Netflix at the 2004 Double Down would be worth $498,522 as of April 25, 2026.
60% confidenceCurrent-generation Trainium offers about a 30% improvement over GPU-based training, with upcoming generations expected to improve further.
60% confidenceA $1,000 investment in Nvidia at the 2009 Double Down would be worth $540,224 as of April 25, 2026.
60% confidence
Data points we hold from this source
| Amazon Web Services · margin | 50 percent_of_amazon_operating_profit |