Amazon's Quiet Move Could Reshape AI Economics [Yahoo! Finance]
Amazon.com, Inc. (AMZN)
Last amazon.com, inc. earnings: 4/30 04:01 pm
Check Earnings Report
US:NASDAQ Investor Relations:
phx.corporate-ir.net/phoenix.zhtml%3fc%3d97664%26p%3dirol-irhome
Company Research
Source: Yahoo! Finance
This article first appeared on GuruFocus Amazon ( NASDAQ:AMZN ) is starting to rethink how it builds AI and the answer might be : do it themselves. Instead of leaning so heavily on Nvidia's chips, the company is now exploring whether it can train and run AI models using its own in house processors like Trainium and Inferentia. Amazon's new AI lead Peter DeSantis didn't sugarcoat it AI today is just too expensive. And if it's ever going to scale across everything from shopping to logistics to enterprise tools, the cost structure needs to change. Warning! GuruFocus has detected 2 Warning Sign with AMZN. Is AMZN fairly valued? Test your thesis with our free DCF calculator. His thinking is straightforward: if Amazon can run its models on its own chips, it can dramatically lower the price of building and deploying AI compared to relying on third party providers. That's a big shift especially in a market where Nvidia ( NASDAQ:NVDA ) still controls most of the AI chip stack. A
Show less
Read more
Impact Snapshot
Event Time:
AMZN
Last Price
Price Change
Price Change%
Volume Shares
Max Up
Max Down
%
Volume Ratio
Performance Comparison
Updated
|
Event Day
Stock performance from the time of news release until the following 4pm ET market close
|
Last price at news event
|
Since Event
Multi-day stock performance from the time of the news release
|
|---|---|---|
|
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
|
LAST
PRICE AT NEWS EVENT |
SINCE EVENT
Multi-day stock performance from the time of the news release
|
| Last Price | ||
| VWAP | ||
|
High:
|
Max Up |
High:
|
|
Low:
|
Max Down |
Low:
|
|
%
|
Post news range |
%
|
|
|
Price change |
|
|
|
Price Change Percentage |
|
|
|
S&P 500 (SPX) |
|
|
%
|
Volume ratio |
%
|
| Volume | ||
| Ticks | ||
|
|
Avg transaction size |
|
Don't Miss Out On The Next BIG Stock Move
Event day
Event Day Chart will not be displayed beyond 90-day period of the event
Performance since event
Time And Velocity Analysis
Be the first to know
Opt in for alerts from News Quantifed
Sign Up Today
Opt-in for
AMZN alerts
Learn More With NQ
Reading the Impact Report
Help Me Understand This Data
Help Me Understand This Data
How NQ Works
What is news-based trading?
And why is it so successful?
And why is it so successful?
Movers & Shakers
The biggest gainers and losers and WHY it moved
AMZN alerts
High impacting Amazon.com, Inc. news events
Weekly update
A roundup of the hottest topics
AMZN
News
- Buy the Dip in Nvidia Stock After Q4 Earnings, or is it Too Soon? [Yahoo! Finance]Yahoo! Finance
- Rolex has just opened a trade school for watchmakers in Texas. Already competition is as fierce as Harvard's, and students could walk out with $95,000 jobs [Yahoo! Finance]Yahoo! Finance
- Want to Own Anthropic Stock But Can't? You Need to Buy Its AI Data Center Provider Instead. [Yahoo! Finance]Yahoo! Finance
- How Amazon's massive stake in OpenAI could boost its AI and cloud businesses [CNBC]CNBC
- Walmart FTC Settlement Reshapes Driver Pay Transparency And Delivery Economics [Yahoo! Finance]Yahoo! Finance
AMZN
Earnings
- 2/5/26 - Miss
AMZN
Sec Filings
- 2/27/26 - Form 8-K
- 2/24/26 - Form 4
- 2/24/26 - Form 4
- AMZN's page on the SEC website