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Artificial intelligence
fromBusiness Insider
1 week ago

Startups find Amazon's AI chips 'less competitive' than Nvidia GPUs, internal document shows

Amazon's in-house Trainium chips currently underperform Nvidia's H100 GPUs, risking AWS profitability if customers demand Nvidia GPUs for AI workloads.
E-Commerce
fromTalkMarkets
2 months ago

Amazon.com, Inc.: Our Calculation Of Intrinsic Value

AWS drives Amazon's cash generation while a conservative DCF implies intrinsic value of $76.40 per share, leaving little room for valuation error.
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