Jassy didn’t mention Nvidia Corp. directly in his letter, but noted that “most AI to date has been built on one chip provider.” And that’s been “pricey.” ...

Microsoft has secured its spot at the top of the AI hardware food chain, outspending every tech giant in the game and buying 485,000 Nvidia Hopper chips this year. This leaves competitors like ...

Microsoft, Google, Amazon’s and Meta, among other buyers of Nvidia’s Blackwell GB200 racks, have reportedly cut some orders as the leading manufacturer of AI chips is encountering challenges ...

Amazon has halted the development of its Inferentia AI chip to focus on its Trainium chip, aiming to enhance cost performance and challenge Nvidia's dominance in the AI chip market, with plans to ...

Amazon (AMZN) is making a bold bid to challenge Nvidia (NVDA) dominance in the $100-billion artificial intelligence (AI) chip market, leveraging its in-house semiconductor unit to design chips ...

Nvidia shares dropped 3% as top tech giants face delays in equipping data centers with AI chip racks due to overheating and connection issues. Read more here.

AWS says its goal is to provide more customer choice, not to dethrone Nvidia in the AI chip market. Gadi Hutt, a senior director at AWS, also talked about partnerships with Intel, Anthropic, and AMD .

AMD Amazon appears to be taking measures to combat GPU scalping by reserving some stock of Nvidia’s RTX 5000 and AMD’s Radeon 9000 series graphics cards for its Prime subscribers. According to ...

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." ...

LAS VEGAS -- Amazon has ceased development on the Inferentia artificial intelligence chip to focus on semiconductors for training AI models, a field it believes offers a better avenue for ...