Nvidia's Revenue Surge, but Amazon's Custom Chips Steal the Show episode artwork

EPISODE · May 14, 2026 · 1 MIN

Nvidia's Revenue Surge, but Amazon's Custom Chips Steal the Show

from The Daily News Now! Business

Nvidias Q4 revenue surged 73% to $68.1 billion, with data center sales hitting $62.3 billion and networking jumping over 3.5 times. However, the rise of custom chips from Google, Anthropic, OpenAI, Meta, and Amazon, including Amazons Trainium and Graviton chips, could potentially ease Nvidias pricing edge and impact its long-term valuation. Support the show:Get a discount at https://solipillow.com/discount/dnn. Advertise on DNN:[email protected] This is an automated, high-level news summary based on public reporting.Report issues to [email protected]. View sources & latest updates:https://sources.thednn.ai/2563478716c9dc07

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Nvidia's Revenue Surge, but Amazon's Custom Chips Steal the Show

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Nvidias Q4 revenue surged 73% to $68.1 billion, with data center sales hitting $62.3 billion and networking jumping over 3.5 times. However, the rise of custom chips from Google, Anthropic, OpenAI, Meta, and Amazon, including Amazons Trainium...

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