Amazon CEO Andy Jassy Has Good News and Bad News for Nvidia Investors
Key takeaways
- And Amazon (NASDAQ: AMZN) is one of its largest customers.
- Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need.
- Amazon CEO Andy Jassy also shared a surprising revelation during the company s first-quarter earnings call.
Adam Levy, The Motley Fool Sun, May 10, 2026 at 5:05 AM GMT+7 5 min read NVDA AMZN Few companies have benefited more from the artificial intelligence megatrend than Nvidia (NASDAQ: NVDA). The company has leveraged its market-leading GPU design capabilities to capture a massive share of the rapidly expanding AI compute market. It s built an entire ecosystem around its chips, ensuring it remains a key component of future data center buildouts.
And Amazon (NASDAQ: AMZN) is one of its largest customers. The online retailer is also the largest public cloud computing platform, renting compute capacity to enterprise customers. It plans to spend about $200 billion building data centers and outfitting them with chips this year, up from $131.8 billion last year. A large portion of that spending will go toward chips, including Nvidia s latest GPUs and ancillary chips.
Will AI create the world s first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »