May 21 (Reuters) - Amazon.com's , opens new tab cloud services unit said on Tuesday that it has not halted any orders of Nvidia's , opens new tab most advanced chip on the market, but has instead ...

Jassy didn’t mention Nvidia Corp. directly in his letter, but noted that “most AI to date has been built on one chip provider.” And that’s been “pricey.” ...

Amazon reportedly changed plans for some Nvidia orders to wait for the new Blackwell system to drop, fueling worries about an "air pocket" in demand for Nvidia's AI chips, but experts suggested ...

Here the game Amazon wants to play is clear: Nvidia is a competitor, not a supplier. At least, long-term it will be. Right now, it must also be a supplier and Amazon has to let Nvidia in its ...

Amazon’s Trainium 2 and Inferentia 2 chips slash AI costs by 30-70%, undercutting Nvidia. Shifting to in-house chips could save $7-10B+ annually, boosting margins and EBITDA. Amazon’s custom ...

Jassy didn't mention Nvidia Corp. (NVDA) directly in his letter, but noted that "most AI to date has been built on one chip provider." And that's been "pricey." ...