Amazon.com Inc. (AMZN)
Amazon's Custom Chips Pose Another Threat to Nvidia
The company will start selling its Trainium3 processors as AI companies are looking to diversify their supply of data-center chips.
Amazon Launches New AI Chip. It's Taking On Nvidia and Google.
Amazon said “UltraServers” powered by its in-house Trainium 3 chips are now available, looking to rival Nvidia and Google.
Amazon releases an impressive new AI chip and teases a Nvidia-friendly roadmap
Amazon Web Services, which has been building its own AI training chips for years now, just introduced a new version known as Trainium3 that comes with some impressive specs.
If Amazon Doesn't Clean Up Holiday Sales, AI Won't Matter Much
Our discussion started with a simple question. If Amazon posts a soft holiday quarter in retail but AWS turns in another strong period, what happens to the stock?
These Are the Hottest Upgrades From the Q3 Reporting Cycle
The hottest upgrades from the Q3 earnings reporting cycle are more important than ever. These names include leading tech players central to the AI revolution, representing a double-digit share of the S&P 500 NYSEARCA: SPY market cap and affirming the AI trade is still in effect.
Amazon: Expect Big Trainium Updates This Week
I am reiterating my Buy rating on Amazon.com, Inc. supported by accelerating AWS growth as the company expands its data center capacity, doubles down on custom silicon and agentic AI capabilities. AMZN is on track to double its data center power capacity by 2027, with capex raised to $125B for FY25, fueling AWS and custom silicon expansion. Trainium2 custom silicon revenue grew 150% QoQ; Trainium3 chips, co-developed with Anthropic, are set for imminent deployment to enhance performance and margins.
Amazon cuts seller fees in Europe in Shein, Temu price war
Amazon is cutting the fees it charges sellers in Europe as it responds to competition from marketplaces like Shein and Temu that sell clothes, homeware and gadgets at rock-bottom prices.
Amazon Testing Half-Hour Delivery in Two Cities
Amazon is testing ultra-fast delivery of groceries and essential items in two U.S. cities. The program, offering deliveries within around 30 minutes or less, is being piloted in parts of Philadelphia and Seattle, the company announced Monday (Dec. 1).
Watch This Level to Determine a Santa Rally
The level to watch in the S&P
Amazon to deliver essentials, groceries in 30 minutes in parts of Seattle, Philadelphia
Amazon.com said on Monday it is testing ultra-fast delivery of household essentials and fresh groceries in parts of Seattle and Philadelphia, as the company doubles down on efforts to grow its domestic footprint.
How Amazon's stock could soar 30% thanks to its cloud business
Amazon.com hasn't received the same level of artificial-intelligence hype as many of its other “Magnificent Seven” tech peers this year, with investors questioning whether its cloud-computing business can gain market share.
Amazon's AI chatbot Rufus drove sales on Black Friday
Amazon's AI chatbot, Rufus, saw a surge of adoption on Black Friday, according to new data published over the weekend by market intelligence firm Sensor Tower. In the U.S., Amazon sessions that resulted in a purchase surged 100% on Black Friday compared with the trailing 30 days, while sessions that resulted in a purchase and didn't include Rufus increased by only 20%.
