Amazon (NASDAQ: AMZN) is reportedly exploring external sales of its custom AI chips, creating a potential new catalyst beyond AWS. If Trainium and Inferentia gain traction, Amazon could challenge Nvidia's pricing power while expanding its role in AI infrastructure. But execution risk, software ecosystems, and free cash flow pressure still matter.

Stock prices used were the market prices of July 1, 2026. The video was published on July 12, 2026.

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