Amazon discloses $20B annual revenue from custom chips inside AWS, suggesting a $50B standalone valuation. Trainium chips are sold out, but top customers OpenAI and Anthropic received $58B in Amazon investments. The circular demand raises questions about market independence as Amazon hints at selling chips externally. #AI #semiconductors #cloudcomputing

https://www.implicator.ai/amazon-builds-chips-gen-z-burns-out-alibaba-hides/

Amazon $50B Chips; Gen Z AI Revolt; Alibaba HappyHorse

Amazon reveals a $50B chip business inside AWS. Gen Z AI excitement drops 14 points. Alibaba anonymously tops the AI video leaderboard.

Implicator.ai