AWS' CUSTOM CHIP STRATEGY IS SHOWING RESULTS, AND CUTTING INTO NVIDIA'S AI DOMINANCE

Summary from the TLDR newsletter

AWS has updated its Graviton4 chip, which now has 600 gigabits per second of network bandwidth. The CPU's release schedule will be provided by the end of June. The updated Graviton4 chip puts AWS into competition against traditional semiconductor players like Intel and AMD. The upgrade demonstrates Amazon's broader ambition to control the entire AI infrastructure stack.