AWS Silicon Surpasses Billions as Nvidia Competition Grows
In Machines we Trust
In Machines we Trust
4.3 • 6 Ratings
🗓️ 6 December 2025
⏱️ 10 minutes
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Summary
Amazon is doubling down on chip development after reporting multibillion-dollar revenue. This move pushes AWS deeper into direct competition with Nvidia’s GPU offerings. We look at how customers are responding and which workloads benefit most.
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Transcript
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| 0:00.0 | A lot of attention is given to Nvidia's chip dominance in the current AI landscape. |
| 0:05.7 | They're making insane amounts of money. |
| 0:07.7 | And it seems like they're one of these unstoppable forces for training AI models and, you know, |
| 0:13.2 | becoming the most valuable company in the world, just further pushed that narrative. |
| 0:18.2 | But it feels like cracks are appearing in their monopoly on the chip |
| 0:22.5 | market. Andy Jassy, who is the CEO of Amazon, said that their competitive chip to |
| 0:29.3 | Nvidia is already a multi-billion dollar business. And it seems like this is something that is |
| 0:34.8 | going to continue to grow. So today on the show, we're going to be diving into what AWS has unveiled, what the numbers are on it, which I thought was actually quite impressive. Before we get into all of that, if you want to try all of the models that I talk about on the show, make sure that you go check out AIbox.a.i. It's my own startup, and you essentially get access to over 40 of the top |
| 0:55.3 | AI models, Google, OpenAI, Anthropic, Deep Seek, Claude, GROC, 11 Labs for audio, a ton of really |
| 1:02.0 | cool image generation models, including opening eyes image generation model, Flex, which is what |
| 1:06.1 | powers GROC, all of that in one platform for $20 a month and the ability to make apps by describing them. |
| 1:13.2 | So a lot of really cool stuff. Go check it out, A.I.box.a. All right. So the big question is, can |
| 1:19.7 | anybody stop Nvidia's AI chip dominance? Most would say no because they're so ingrained. They |
| 1:26.1 | have been, you know, pushed to the front but i think |
| 1:29.3 | a ws and amazon definitely have a big um a big competitive advantage here which is beyond the chips |
| 1:35.5 | because of a ws amazon web servers a lot of people are using their cloud for you know powering |
| 1:42.6 | their i i model training So Amazon will go and buy |
| 1:47.1 | Nvidia chips, right, the H100s or 200s or whatever, put them onto, they'll put them into |
| 1:52.0 | AWS and people can go and use them and rent them from AWS. Now, to train their AI models. |
| 1:56.5 | So once Amazon goes and creates their own chips theoretically, it should be able to, you know, |
| 2:02.4 | have a massive distribution advantage where they're going to, you know, probably promote their |
| 2:07.1 | own, maybe give a discount, and have people use their chips. |
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