Amazon Trainium Threatens Nvidia at $208.24 as Custom Chips Sell Out

Nvidia faces intensifying competition from Amazon's Trainium chips, offering ~30% better cost-performance than GPUs for AI training, with next-generation capacity sold out months ahead. Amazon, balancing partnership with rivalry, plans $200 billion in capex mostly for AWS, which drove 50% of Q4 operating profits (66% in Q3). Despite the warnings, Nvidia trades at $208.24 (+4.30%) and Amazon at $263.93 (+3.47%), highlighting short-term resilience amid shifting AI chip dynamics. Investors urged to monitor for Nvidia market share erosion.