By Keithen Drury, The Motley Fool
Publication Date: 2026-04-26 03:50:00
Nvidia (NASDAQ: NVDA) has been one of the top ways to invest in artificial intelligence (AI) since 2023. Its GPUs were and still are the go-to computing chip for nearly every AI hyperscaler.
However, Nvidia is no longer the only option available. There are other chip designers tailoring their designs for specific workloads, giving them an advantage over more broad-purpose GPUs. Broadcom (NASDAQ: AVGO) is the most popular pick in that sector, but there’s another one that investors need to watch out for: Amazon (NASDAQ: AMZN).
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Amazon isn’t the first company that comes to mind in the AI computing space, but it should be. Amazon Web Services (AWS) and its custom chips are starting to make waves. Nvidia shareholders need to be aware of this growing threat and continue to monitor the situation, as Amazon had some fighting words for Nvidia.
In Amazon’s shareholder letter, CEO Andy Jassy made some noteworthy comments regarding Nvidia chips. He began by using an example of another competitor the company has taken down.
In 2018, Amazon released its Graviton CPU, which was a competitor to Intel. Back then, everyone was using Intel’s CPUs. Now, Amazon notes that 98% of its large clients utilize Amazon’s…
