Bloomberg Intelligence

Amazon Rushes Out Latest AI Chip to Take on Nvidia, Google

Dec 2, 2025
Mandeep Singh, a senior tech analyst, dives into Amazon's race to launch a competitive AI chip, aiming to rival Nvidia and Google. Poonam Goyal discusses Cyber Monday shopping trends, noting that major retailers maintained deals, influencing margins. Geetha Ranganathan shares insights on the second round of high-stakes bids for Warner Bros. Discovery, indicating potential industry shifts. Brian Egger highlights New York City's awarding of casino licenses, questioning the ROI for the winners. Exciting strategies and market dynamics unfold!
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INSIGHT

Hyperscalers Pursue Chip Independence

  • Amazon is racing to build its own AI chips to reduce reliance on Nvidia and match Google's TPU success.
  • Mandeep Singh says hyperscalers want better CapEx efficiency than buying Nvidia hardware long-term.
INSIGHT

CapEx Efficiency Will Decide Winners

  • CapEx efficiency will define winners in the AI arms race by 2026.
  • Mandeep Singh predicts cloud providers will be judged on how much training they deliver per dollar spent.
INSIGHT

Apple Risks Falling Behind In AI

  • Apple lags in an explicit AI strategy and lacks native models for its OS.
  • Mandeep Singh warns this could hurt hardware sales two years out if Apple doesn't act.
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