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2026-07-01
$NVIDIA (NVDA.US)$ Burry maintains significant put options, betting that alternative AI chips (like Google's TPU and Amazon's Trainium) will take market share away from Nvidia over time. I am waiting for Burry to close his shorts and maybe then can see this a - Moomoo
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www.moomoo.com 2026-07-01 Moomoo
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NVIDIAAI chipsSemiconductor industryInvestment strategyPut optionsTPUTrainiumMarket share
2026-06-21
Amazon Trainium Chips Take Aim at Nvidia - Memeburn
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memeburn.com 2026-06-21 Memeburn
TL;DR Amazon may sell Trainium chips directly outside AWS. Trainium has reached a $20 billion annual revenue run rate. OpenAI, Anthropic, and Uber have made major Trainium commitments. Amazon claims Trainium3 can match Nvidia Blackwell at lower cost. Google’s external TPU push signals a wider shift toward custom AI chips. Nvidia still leads the AI accelerator market, but hyperscaler silicon is ga
AI chipsNVIDIAAmazoncustom chipscloud computingsemiconductor industryartificial intelligencedata centers
2026-05-23
'The Nvidia Way' Author Tae Kim Says Nvidia Is Increasingly Undervalued As Google TPU, Amazon Trainium Threats Remain A 'Rounding Error' - Yahoo Finance
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finance.yahoo.com 2026-05-23 Yahoo Finance
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2026-05-21
'The Nvidia Way' Author Tae Kim Says Nvidia Is Increasingly Undervalued As Google TPU, Amazon Trainium Th - Benzinga
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www.benzinga.com 2026-05-21 Benzinga
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2026-05-09
This 'Unobtainium' Stock Has Rocketed 8,300% — That's 100x Nvidia's Gain - Benzinga
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www.benzinga.com 2026-05-09 Benzinga
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