Amazon stock rallied Wednesday a day after unveiling new AI-related initiatives, including a new chip aimed to take on Nvidia. But Nvidia stock also posted gains, a sign investors are betting both ...

AWS' re:Invent keynote was predicated on the idea that AI becomes a commodity, not something eternally special. Subscribe to Stratechery Plus to receive full access to Stratechery and a whole lot more ...

Recently, however, CES 2025 emerged as the most likely date. Nvidia CEO Jensen Huang will give a keynote speech at the trade ...

The company is focusing on streamlining the supply chain for its newest AI chip in the face of rising demand, CFO Colette ...