Amazon’s internal chip business apparently already hit a $20 billion run rate, which sounds massive, but the company is also planning huge AI infrastructure spending that could keep cash flow under pressure. So is the market still underestimating AWS and AI here, or is this getting too expensive for the payoff timeline?
NVIDIA keeps getting framed like it’s just another chip winner, but Vera Rubin feels more like a move to control the whole AI stack. That sounds bullish, but it may also make customers hesitant if they want flexibility. Does this make NVDA even stronger long term, or is the market already pricing in too much?
NVIDIA got sold off with everything else, but the weird part is that the business still looks insanely strong. Huge AI demand, giant backlog, strong margins, and analysts still see a lot of upside. So is this just macro panic dragging down a great company, or is the market pricing in a real risk people are ignoring?
NVIDIA just came off an insanely bullish GTC, then a top executive sold a huge amount of stock right after. On the surface, that looks bad, but the Form 4 details make it more complicated than the headline suggests. Meanwhile, the AI demand story still looks massive. Is this a real warning sign, or just noise around a still-broken-open growth story?