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Citron Research published a blistering market commentary on the tech giant’s explosive growth in artificial intelligence (AI) hardware.
Citron Research claims Amazon's custom chip division has a $50 billion revenue run rate.
KEY POINTS
- Amazon's AI chip business is growing at triple-digit rates, outpacing analyst expectations.
- Andy Jassy confirmed Trainium2 chips are sold out and Trainium4 has massive reservations.
- Citron asserts Amazon's chip business is not reflected in any current Wall Street models.
COMPANIES
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