Amazon's chip division would rival Nvidia if it were a standalone company
Amazon told investors its data centre chip business would earn over US$25 billion yearly, growing at triple-digit rates. But Nvidia faces new rivals as cloud giants build their own chips.
Why it mattersMore chip makers means lower prices and faster AI progress. It also shows the biggest tech companies no longer need to rely on one supplier for chips.
AustraliaNo direct Australian effect yet, though competition among chip suppliers could eventually lower costs for Australian data centre operators and tech companies building AI systems.
✓ Claims checked against the source and corrected before publish. checked 2 h ago
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