Amazon (AMZN +0.55%) is turning its custom chips into an exciting story. Graviton, Trainium, and Nitro could help reduce costs, strengthen AI positioning, and retain more value within Amazon's cloud platform.
Tejal Rives had a side hustle while working at Amazon. When she was laid off from Amazon, she turned her attention to the business.
Nvidia is rapidly growing due to huge demand for AI processing power. Amazon and Alphabet are expanding long-term cloud infrastructure businesses that will thrive long after the AI build-out is complete.
History shows us a key trend.
AI is getting so much attention; this is an underappreciated part of Amazon's (AMZN +0.55%) business.
Amazon is the second-best-performing "Magnificent Seven" stock this year through May 7. AWS should continue to grow impressively due to increased cloud and AI demand.
Wall Street has embraced the return of pro-growth economic policies, lighter regulation, and an AI spending boom, helping push U.S. stocks to record territory again under President Donald Trump. Yet as warning signs pile up, legendary investor Paul Tudor Jones says the same forces driving markets higher today may also be laying the groundwork for... Paul Tudor Jones Warns Trump-Era Market Boom Could End in a 35% Crash. Here's Why He's Still Buying Stocks
Amazon is seeing accelerating demand for AI services, but it's not all going to Nvidia.
Here are seven, but there are many more.
Artificial intelligence has already reshaped the stock market.