Amazon design but don't make chips. $Taiwan Semiconductor Manufacturing(TSM)$ $Marvell Technology(MRVL)$ $Micron Technology(MU)$ $Corgi SK hynix 2x Daily ETF(SK)$ are their main suppliers.
We should see some catalyst for these companies in the upcoming months if this pans out.
Amazon.com Is in Talks to Sell AI Chips. Can It Rival Nvidia?
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