These 15 Words From Amazon’s Andy Jassy May Eliminate Nvidia’s Biggest Risk

Amazon CEO Andy Jassy told investors that customers will continue using NVDA chips "for the foreseeable future" and confirmed that AWS will remain the best platform to run NVDA products. The statement directly addresses Wall Street concern that AMZN's custom chip development—including Trainium and Inferentia processors—could erode NVDA's dominance in AI infrastructure.

Jassy's 15-word commitment signals AMZN views the AI accelerator market as expansive enough for both its own silicon and NVDA's GPUs to coexist. The remarks come as hyperscalers including AMZN, Microsoft, and Alphabet have collectively invested billions in custom chip programs, raising questions about whether cloud providers would gradually shift workloads away from third-party suppliers.

The CEO's public backing suggests NVDA's position in training large language models and high-performance compute remains secure even as AMZN scales its own chip roadmap. For NVDA, enterprise cloud partnerships represent a critical revenue stream as data center revenue hit record levels in recent quarters.