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소개

Amazon is the world's largest cloud provider through AWS, which generates the majority of company profits despite being a fraction of total revenue. AWS leads in IaaS market share and is investing aggressively in custom AI chips (Trainium) to reduce dependence on NVIDIA.

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$674.8B

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소개

NVIDIA is the dominant designer of graphics processing units and AI accelerator chips. Its data-center GPU monopoly powers the generative-AI revolution, with the H100 and successor Blackwell GPUs serving as the de-facto standard for training and running large language models.

매출

$130.5B

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