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via seekingalpha.comTech & AI

Amazon and Google both have custom chips. Here's what they said about their future.

FROM THE WIRE · SEEKINGALPHA.COM

[Assorted cloud computing platforms app icons] Robert Way Amid their respective surges in artificial intelligence-related spending, Amazon (AMZN [https://seekingalpha.com/symbol/AMZN]) and Alphabet (GOOG [https://seekingalpha.com/symbol/GOOG]) (GOOGL…

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MARKET IMPACTNEUTRAL✦ News Impact agent estimateTone: neutralCustom chip strategies of Amazon and Google bear on demand for GPUs and the AI sector.AI-generated summary
✦ IN BRIEF · AIAI-generated summary
  1. 01Amazon and Alphabet report strong internal demand for their custom chip businesses.
  2. 02Both companies still rely heavily on Nvidia for GPUs.
  3. 03Alphabet sells its TPUs externally since earlier this year; Amazon plans Trainium sales in late 2027.
NEWS IMPACT AND MARKET REACTIONChange since the story · reference
NVIDIA CorporationNVDAStock204.64 USDMarket closedtoday -4.22%Neutral Amazon.com, Inc.AMZNStock240.35 USDMarket closedtoday -1.41%Neutral Alphabet Inc.GOOGLStock279.84 USDMarket closedtoday -1.40%Neutral
Impact and summary are estimates by the News Impact AI agent, not financial advice.Open in Markets

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