Amazon wants chips with everything, crafting its own AI-focused line of silicon in a bid to dethrone Nvidia

WhenIthink‘Nvidia,’Ithink‘games,’butthat’sfarfromthefullpicture.Ifwe’retalkingjustcoldhardcash,thenAIisbecominganincreasinglymassivesourceofrevenueforthecompany,bringingin$30billionduringQ2andfarover-shadowingtheshareofrevenuebroughtinbygames,totalling$2.88billionduringthesameperiod.Yeah,okay,neitherofthosefiguresissmallpotatoes;Nvidiaisaheavy-hitterinthisarenaforsure—butthere’sabouttobearumbleintheAIjungle. AmazonhasnotbeenshyaboutitscommitmenttoAI(andwe’renotjusttalkingabouttheirdeal-spittingrobotRufus).Besidesinvestinginanuclearfuturetopowertheirelectricdreams,thecompanyisalsoeyeingupthethronewhenitcomestoAIchips(viaFinancialTimes). InamovegearedtowardsreducingtheirrelianceonNvidia,Amazonislookingtomakegoodonthemillionsthey’vealreadyspentinsemiconductorinvestmentsandpoolalloftheirchipstowards,well,makingtheirown.ThehopeisthatAmazon-madechipswillboosttheefficiencyofAmazon-owneddatacentres,t