Dec. 8 at 2:48 AM
$AMZN The street has already decided. AMZN is going to lag, because their new AI Chip is still quite inferior to NVDA or TPU. NVDA chips are expensive. I predict GCP will be the leader next year due to cheap TPU that performs at par with G200. Google has their own LLM, which is better than chatGPT. AMZN needs to pay Anthopic, pay NVDA. ChatGPT will lose big market share to Gemini in 2026.