Amazon may be making its biggest move yet against Nvidia

Amazon may be making its biggest move yet against Nvidia. The company is reportedly exploring selling its Trainium AI chips directly to data centers and enterprises, instead of keeping them exclusive to AWS. That would be a major shift. Today, companies need Nvidia GPUs or cloud access to train AI models. Tomorrow, they could buy Amazon’s chips and run them on their own infrastructure. The timing is notable: OpenAI, Anthropic, and Uber are already using Trainium through AWS, and Amazon says demand for its AI chips is surging. The bigger threat to Nvidia? Amazon isn’t alone. Google is also starting to offer its TPUs to external customers. For years, hyperscalers were Nvidia’s biggest customers. Now they’re becoming its biggest competitors. @aipost 🏴