Andy Jassy’s annual shareholders letter has a ‘message’ for Nvidia CEO Jensen Huang

 Amazon CEO Andy Jassy’s shareholder letter signals a significant shift in AI hardware, highlighting Amazon’s booming in-house chip business with a $20 billion annual revenue run rate. Jassy indicated potential future sales of these chips to third parties, challenging Nvidia’s dominance by offering lower-cost, efficient alternatives for AI workloads. Amazon CEO Andy Jassy’s shareholder letter signals a significant shift in AI hardware, highlighting Amazon’s booming in-house chip business with a $20 billion annual revenue run rate. Jassy indicated potential future sales of these chips to third parties, challenging Nvidia’s dominance by offering lower-cost, efficient alternatives for AI workloads.