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Amazon's Custom Chip Business Crossed a $25 Billion Run Rate: Time to Load Up on Shares?
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This development is a bigger deal than the market gives Amazon credit for, and that lag in understanding makes the stock a great investment opportunity right now.
60% confidenceAmazon's chip business just crossed a $25 billion annual run rate, showing its custom chips are catching on with clients.
60% confidenceTo compete effectively in the AI chipset segment, companies are realizing they need to offer custom chips, and Amazon believes it has the potential to do so.
60% confidence
