Amazon Selling Trainum Racks/Meta Selling Compute - is the Top Signal for Chips/Memory

Amazon has rented the infrastructure for years and has finally decided to start selling there AI server components. This means that their ability to build out data centers has slowed significantly due to either infrastructure, capacity, or memory availability. Or its more valuable to sell Trainuim chips than it is to use it for infrastructure. (Both of these are not good). Combine this with Meta selling excess compute, IBM's infrastructure segment falling 7%, claude and openAI frequently resetting usage or extending features. I expect the growth on chips to finally have slowed.