Why the Markets Ignore Amazon: AWS, Robotics, and AI Chips (Trainium 3)
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Why the Markets Ignore Amazon: AWS, Robotics, and AI Chips (Trainium 3)
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Believe it or not, Amazon has some hidden strengths in AI, especially with the groundbreaking Trainium 3 chip and significant data center expansions. We discuss advancements in robotics and challenges with TSMC's manufacturing.
With promising partnerships and interesting market outlooks, we'll definitely be keeping an eye on Amazon moving into 2026.
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TIMESTAMPS
0:50 Amazon's AI Chips Revolution
3:35 The Asymmetric Bet of 2026
4:08 Tranium 3: A Game Changer
6:28 Comparing AI Chip Technologies
11:02 AWS: The Profit Engine
13:15 Amazon's Massive Data Center Plans
13:50 The AI Factory Concept
16:20 Amazon's Robot Revolution
19:08 Automation and the Future Workforce
23:22 Amazon's AI Strategy Unveiled
25:43 The TSMC Challenge
30:30 The Hidden Upside of Amazon
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RESOURCES
Josh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
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