Nvidia faces a significant competitive threat from Amazon's custom AI silicon, which aims to undercut Nvidia's pricing and performance.
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Amazon Just Declared War On Nvidia With Their Latest AI Chip
Dec 11, 2025
The creator argues that Amazon's new Trainium 3 AI chip positions the company to challenge Nvidia's dominance in the AI infrastructure space. By leveraging its AWS cloud ecosystem and a significant stake in Anthropic, Amazon is positioned as a highly undervalued big tech stock.
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Amazon is potentially the most undervalued big tech stock due to its new Trainium 3 chip, which offers significant cost and performance advantages over Nvidia.
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AMZNbuy opened Dec 11, 2025
+6.89%