Long For AMZN!!
I’m long $Amazon.com(AMZN)$ , but this is totally unacceptable.
AWS is failing to attract AI related business because management thought making their own chips would reduce future costs.
Only problem? Those chips have zero developer ecosystem, which wipes out any naked cost advantages.
When you account for development speed and performance, $NVIDIA(NVDA)$ GPUs end up having a lower total cost of ownership than custom AWS chips.
While AWS tries to push chips that lack a developer ecosystem, rivals win the new business and lock customers in, making any future cost advantages from custom chips irrelevant.
Stop trying to challenge the industry standard. You can’t do that when the race is this fast and the stakes are this high.
Instead, be the best adapter and the fastest scaler of the industry standards, the strategy $Oracle(ORCL)$ is following.
A bar chart titled Amazon Seen Lagging in AI Cloud Revenue displays projected AI cloud revenue in billions of dollars from 2025 to 2030. Vertical bars in colors for AWS (black), Google (red), Microsoft (blue), Oracle (light blue), CoreWeave (yellow), and Nebius (gray) show growth trends with AWS starting higher but others catching up by 2030. The chart highlights AWS as the current leader but trailing in AI models according to the accompanying text.
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