Amazon Moves to Sell Its AI Chips to Rival Data Centers, Eyes $50B Market
TechCrunch AI39 days agoBusinessAWS is exploring selling its proprietary AI chips directly to third-party data centers, a move that would put Amazon in more direct competition with Nvidia in the AI hardware market. CEO Andy Jassy has publicly framed this as a $50 billion business opportunity for the company. The shift signals Amazon's intent to monetize its in-house chip development well beyond its own cloud infrastructure.
From $2 to $760B: The Two Strategic Bets That Fueled Lisa Su's AMD Turnaround
INSIDE 硬塞 AI64 days agoBusinessWhen Lisa Su became AMD's CEO in 2014, the company was near bankruptcy with a $2 stock price. She turned it around through two critical bets: transitioning advanced manufacturing entirely to TSMC, and pioneering the modular "Chiplet" architecture. These strategic moves allowed AMD to leapfrog Intel in performance and efficiency, driving its market cap past $760 billion.