AMAZON'S MOONSHOT PLAN TO RIVAL NVIDIA IN AI CHIPS

Summary from the TLDR newsletter

Nvidia has transformed from a niche chipmaker to the main supplier of the hardware that enables generative AI over the past two years. The demand for the chipmaker's latest hardware will outstrip supply for several quarters. Nvidia's biggest customers, which include cloud providers like AWS, Microsoft Azure, and Google Cloud, are eager to reduce their reliance on - or replace - Nvidia's chips. This article looks at Amazon's chip development journey and how it plans to compete with Nvidia.