Nvidia Needs to Watch Out for This Custom Chip Designer (Hint: It's Not Broadcom)

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• Trainium chips offer better cost-performance than GPU-based training, analogous to how Graviton displaced Intel CPUs.

  60% confidence

• AWS produced 50% of Amazon's total operating profits in Q4.

  60% confidence

• AWS produced 66% of Amazon's total operating profits in Q3.

  60% confidence

• Amazon has commitments from several major clients to use the new AWS capacity, which will drive rapid revenue growth once the infrastructure is online.

  60% confidence

• Current-generation Trainium offers about a 30% improvement over GPU-based training, with upcoming generations expected to improve further.

  60% confidence

• Broadcom is the most popular investor pick in the custom AI chip sector, behind Nvidia.

  60% confidence

• Amazon is committed to being the best platform to utilize Nvidia chips even as it competes with its own custom silicon.

  60% confidence

• Amazon plans to spend $200 billion on capital expenditures this year, with most going to AWS infrastructure.

  60% confidence

• A $1,000 investment in Netflix at the 2004 Double Down would be worth $498,522 as of April 25, 2026.

  60% confidence

• 98% of Amazon's large clients now utilize Amazon's custom-designed Graviton CPUs.

  60% confidence

• A $1,000 investment in Nvidia at the 2009 Double Down would be worth $540,224 as of April 25, 2026.

  60% confidence

• Amazon stock is attractively priced toward the lower end of its usual operating cash flow valuation range and represents a solid buy.

  60% confidence

• A $1,000 investment in Apple at the 2008 Double Down would be worth $51,615 as of April 25, 2026.

  60% confidence

Data points we hold from this source