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Amazon CEO Andy Jassy said in a letter to shareholders that customers will start to shift away from AI chips built by Nvidia.
Andy Jassy's 2025 letter predicts AWS customers will shift away from Nvidia AI chips.
KEY POINTS
- 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
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