# Amazon CEO Andy Jassy said in a letter to shareholders that customers will start to shift away from AI chips built by Nvidia.

*business · news · 2026-04-09 · Markets Insider*

## Key points

- Andy Jassy's 2025 letter predicts AWS customers will shift away from Nvidia AI chips.
- Andrew Left views Amazon's AI chip expansion as the most serious threat to Nvidia's dominance.
- Left is bullish on AWS's new Trainium4 chip, which Jassy says is almost sold out.
- Left claims AWS's chip business is a trillion-dollar opportunity not reflected in current analyst models.

**Companies:** Amazon, Nvidia
**Countries:** United States

[Read the full story on Markets Insider](https://markets.businessinsider.com/news/stocks/amazon-ai-chips-aws-andy-jassy-letter-nvidia-amzn-nvda-2026-4)

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