Why Amazon Is Winning the AI Chip Race

Microsoft stock dropped 9.5% in a single week. Nvidia dropped 8.5%. The market is punishing AI spending, but Amazon is bucking the trend with its custom Trainium and Inferentia chips. Lucas and Luna break down why Amazon's vertical integration strategy is saving it billions, how chip design gives AWS pricing power, and what the sell-off in other tech giants means for the second half of 2026. Specific numbers: Microsoft's $416.67 close, Nvidia's 8.5% weekly drop, and Amazon's 5.8% decline—less than peers. The hosts also explore how Amazon's approach mirrors Apple's silicon play, and why Wall Street is suddenly rewarding cost discipline over AI hype. #Amazon #AWS #Trainium #Inferentia #AIChips #Microsoft #Nvidia #StockMarket #TechEarnings #VerticalIntegration #CloudComputing #Semiconductors #AI #BigTech #Investing #FexingoBusiness #BusinessPodcast #Technology Keep every episode free: buymeacoffee.com/fexingo