Amazon Plays Both Sides: Chip Competition Leads To Team-Ups – Amazon.com (NASDAQ:AMZN)

For Amazon.com Inc. (NASDAQ:AMZN), rivalry and partnership go hand in hand.

According to Amazon Web Services CEO Matt Garman, the company competes with big name chip suppliers while simultaneously collaborating with them.

He added that AWS remains a major customer of these companies because clients demand access to multiple hardware options, reinforcing a strategy that balances competition with collaboration.

Multi-Model Ecosystem, Not A Winner-Takes-All Market

Garman said AWS focuses on delivering the best technology across models, applications, and infrastructure by working with leading AI companies like Anthropic and OpenAI. He emphasized that customers want access to a wide range of models and capabilities, and AWS enables that at scale.

He added that the AI market will support multiple winners, with different technologies serving different use cases rather than a single dominant player.

Investments And Custom Chips Strengthen AI Position

Garman said AWS treats its investments in…