What did Andy Jassy say about Nvidia in shareholder letter?

He praised the partnership but hyped Trainium chips as the future for better price-performance, with Trainium3 and 4 sold out.

Is Amazon replacing Intel with Graviton?

98% of top customers use it; demand so high two wanted exclusive 2026 capacity.

Kuiper (Leo) has Delta, AT&T deals pre-launch; Starlink leads but Amazon's catching up fast.

🔧 AI Hardware

Your AWS bill might shrink if Amazon's chips deliver. Or it's all hot air from a CEO defending mega-spends.

theAIcatchup Apr 09, 2026 4 min read

Jassy positions Trainium as Nvidia challenger with $20B run rate, capacity sold out years ahead. 𝕏
Graviton dominates top AWS customers, signaling Intel's decline. 𝕏
$200B capex justified by OpenAI and secret deals, but bubble risks loom. 𝕏

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#AWS Graviton #Amazon Trainium #Andy Jassy letter #Nvidia competition #andy jassy #nvidia chips

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Originally reported by TechCrunch - AI