custom silicon (Trainium chips)

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Investing.comInvesting.com··Itai Smidt

Amazon's AI Cloud Dominance Masks Valuation Disconnect as Stock Trades Below Targets

Amazon stock trades 16.84% below analyst targets despite strong Q1 2026 earnings and accelerating AWS growth to 28% YoY, powered by AI partnerships and custom chips.
NVDAMSFTAMZNAI infrastructureoperating margins