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/
