Nvidia Needs to Watch Out for This Custom Chip Designer (Hint: It's Not Broadcom)
View original at nasdaq.comNvidia Needs to Watch Out for This Custom Chip Designer (Hint: It's Not Broadcom) Key Points Amazon has already sold out chip capacity for months in advance…
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AWS produced 66% of Amazon's total operating profits in Q3.
60% confidenceCurrent-generation Trainium offers about a 30% improvement over GPU-based training, with upcoming generations expected to improve further.
60% confidenceBroadcom is the most popular investor pick in the custom AI chip sector, behind Nvidia.
60% confidenceA $1,000 investment in Nvidia at the 2009 Double Down would be worth $540,224 as of April 25, 2026.
60% confidenceTrainium chips offer better cost-performance than GPU-based training, analogous to how Graviton displaced Intel CPUs.
60% confidenceAmazon plans to spend $200 billion on capital expenditures this year, with most going to AWS infrastructure.
60% confidenceAmazon has commitments from several major clients to use the new AWS capacity, which will drive rapid revenue growth once the infrastructure is online.
60% confidence98% of Amazon's large clients now utilize Amazon's custom-designed Graviton CPUs.
60% confidenceAmazon stock is attractively priced toward the lower end of its usual operating cash flow valuation range and represents a solid buy.
60% confidenceAmazon is committed to being the best platform to utilize Nvidia chips even as it competes with its own custom silicon.
60% confidenceA $1,000 investment in Apple at the 2008 Double Down would be worth $51,615 as of April 25, 2026.
60% confidenceA $1,000 investment in Netflix at the 2004 Double Down would be worth $498,522 as of April 25, 2026.
60% confidenceAWS produced 50% of Amazon's total operating profits in Q4.
60% confidence
Data points we hold from this source
| Amazon Web Services · margin | 50 percent_of_amazon_operating_profit |