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   Nvidia may have a new chip rival
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   Plus: OpenAI wants in on cybersecurity.
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          Friday, April 10, 2026
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          Watch out, Nvidia. Amazon might sell its AI chips to your customers
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          Supply of AI-grade chips has largely struggled to keep pace with demand across the technology industry. The squeeze is motivating buyers to explore 
options outside of Nvidia's traditional stack.
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          So Amazon is considering selling its own.
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          Amazon CEO Andy Jassy said in his annual letter to shareholders that the company could ship its chip lineup directly to external buyers, potentially putting annual revenue at around $50 billion — more than double its current $20 billion estimate.
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          "There's so much demand for our chips that it's quite possible we'll sell racks of them to third parties in the future," he 
wrote.
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          Currently, Amazon Web Services customers can only access the chips for cloud-based usage. Now they could get the chance to buy the physical hardware.
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                  SPONSORED
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                   The birds you love need protection.
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                  Two-thirds of North American bird species are at increasing risk of extinction from. You can help reverse these trends—starting now.
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                  In honor of Earth Day, all new gifts will be matched up to $400,000 thanks to a generous group of donors.
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                                  Double Your Impact
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           Today's Poll
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          <h2 style="mso-line-height-rule:exactly;Margin:0;font-family:Arial;font-size:20px;font-weight:bold">
           Should Nvidia worry about Amazon's chip ambitions?
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                          <td align="center" bgcolor="#105C8E" style="text-align:center;-webkit-border-radius:6px;-moz-border-radius:6px;border-radius:6px;font-size:16px;font-family:Arial,Helvetica,sans-serif">
                           <!--[if 
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                           <a style="-webkit-border-radius: 6px; -moz-border-radius: 6px; border-radius: 6px; color: #FFFFFF; text-decoration: none; font-family: Arial; font-size: 16px;  border: none; display: block; ">
                            Yes. Amazon has the scale to compete
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                           <!--<![endif]-->
                           <!--[if mso]><a href="https://www.ne16.com/t/10598294/222404108/9555296/1/1009235/?abb9e380=NGYzZmQyODYtMmZhOS00YzdjLWFkYzktMzQyOGNhZmI3ZDBl&f5d63f87=REIlMjAwNC0xMCUyMCUyOFVTJTI5&x=0282de0d" 
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                           <!--[if 
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                            No. Nvidia has built too strong of a brand
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                           <!--[if mso]><a href="https://www.ne16.com/t/10598294/222404108/9555297/1/1009235/?abb9e380=NGYzZmQyODYtMmZhOS00YzdjLWFkYzktMzQyOGNhZmI3ZDBl&f5d63f87=REIlMjAwNC0xMCUyMCUyOFVTJTI5&x=d53b451a" 
target="_blank" style="-webkit-border-radius: 6px; -moz-border-radius: 6px; border-radius: 6px; color: #FFFFFF; text-decoration: none; font-family: Arial; font-size: 16px;  border: none; display: block; ">No. Nvidia has built too strong of a brand</a><![endif]-->
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                Oil drops below $100 on Iran ceasefire hopes.
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               U.S. stocks reversed losses after Israeli Prime Minister Benjamin Netanyahu said he was open to negotiating with Lebanon. The ceasefire risked collapse after Israeli strikes hit Beirut and other 
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                Meta expands its AI cloud deal with CoreWeave to $21 billion.
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               The new arrangement, which builds on a prior contract worth around $14 billion, gives Meta cloud capacity through 2032 and early access to Nvidia's Vera Rubin chip platform. Nvidia's chips fill CoreWeave's data centers.
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