Amazon's Chip Business Is Bigger Than AMD, Could Soon Pass Broadcom, Intel

While Wall Street obsesses over GPU supply, Amazon ($AMZN) has quietly built a chip business that is already larger than AMD’s and is closing in on titans like Broadcom and Intel. By designing its own high-performance AI chips (Trainium and Inferentia), Amazon is decoupling from the expensive semiconductor supply chain. The “In-House” Revolution: Bigger than AMD: Why Amazon’s custom silicon is the market’s best-kept secret. The Cost Edge: How $AMZN is slashing cloud costs by cutting out the middleman. The Next Milestone: Could Amazon surpass Intel in custom chip volume by 2027? The “Chip Wars” aren’t just between semiconductor companies anymore. The tech giants are building their own arsenals. Are you betting on the chip designers (NVDA) or the chip owners (AMZN)?