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Amazon Expands Nvidia GPU Order Amid In-House Chip Competition Concerns

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Amazon Web Services, which is building its own AI chips, expanded its Nvidia partnership by agreeing to buy 2 million additional GPUs over the next two years. The move comes as investors worry customer-made chips could erode Nvidia’s growth and market share, but Amazon’s continued reliance on Nvidia’s latest hardware suggests Nvidia is likely to retain its leading position.

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