Amazon’s chip business is scaling rapidly and approaching the size of top semiconductor firms, yet investors still largely value the company as a cloud and retail player.
The artificial intelligence (AI) boom is forcing investors to rethink where real value is being created. Is it the flashy chatbot makers, or the infrastructure quietly powering them behind the scenes? Increasingly, the answer is the latter.
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Source: Barchart | Published: 2026-04-27T17:49:49Z
Credit: Barchart
