Amazon’s in-house chip strategy helps drive stock to new record on cloud beat

[Aquaman]

 

[paaparao]

there is no in-house chip for amazon. stock is raised due to amazon layoffs and profit raise in aws division. amazon layed off entire devices and alexa, gaming, streaming etc divisions. 

[Jatka Bandi]

Amazon makes chips? Em matladutunnaro telika pothe ilaane vuntadi. Marvell back meeda tante, tappaka edo try chestunnaru. They do not have the capability to even design. Making antava, completely TSMC reliant. Chipmaking emanna easy anukuntunnarra!

[Joker_007]

9 minutes ago, Jatka Bandi said:

Amazon makes chips? Em matladutunnaro telika pothe ilaane vuntadi. Marvell back meeda tante, tappaka edo try chestunnaru. They do not have the capability to even design. Making antava, completely TSMC reliant. Chipmaking emanna easy anukuntunnarra!

ide dailogue when they opened aws services annattu gurthu...  not needed ani, useless ani etc..

[Jatka Bandi]

2 minutes ago, Joker_007 said:

ide dailogue when they opened aws services annattu gurthu...  not needed ani, useless ani etc..

Nenu annana? 

Not needed, useless ani anatledu. Chip making is not an easy task. Most people know that Nvidia itself is not a chipmaker. Moreover, Nvidia's designs are not generic. Andukane neeku chala companies vachayi, specific application catered ani. Even Nvidia knows this. Most FAANG companies are designing for their application, but they need to rely on others for chipmaking. Easy anukuntunnava? Eppati nundo vunna Intel ee inka foundry business successful chesukoleka potundi. China lanti desame attempt chestundi and has not been successful yet. Tokkalo software companies chestayanta.

[Joker_007]

Just now, Jatka Bandi said:

Nenu annana? 

Not needed, useless ani anatledu. Chip making is not an easy task. Most people know that Nvidia itself is not a chipmaker. Moreover, Nvidia's designs are not generic. Andukane neeku chala companies vachayi, specific application catered ani. Even Nvidia knows this. Most FAANG companies are designing for their application, but they need to rely on others for chipmaking. Easy anukuntunnava? Eppati nundo vunna Intel ee inka foundry business successful chesukoleka potundi. China lanti desame attempt chestundi and has not been successful yet. Tokkalo software companies chestayanta.

Nuvvu Kadule Kaka... saw lot of comments similar to yours... I know chip making involves lot of process.. Amazon is designing and investing in custom chips, but it is not running a full end-to-end semiconductor fabrication business. So lite teesuko.

They have already some plans for this like getting support from as below.. 

• ASML (Netherlands) makes EUV machines.

• TSMC (Taiwan) and Samsung (Korea) handling leading-edge fabrication.

• Use US firms design (Intel, NVIDIA, AMD) and 

• Collaborate with supply tools (Applied Materials, Lam Research).

[Jatka Bandi]

1 minute ago, Joker_007 said:

Nuvvu Kadule Kaka... saw lot of comments similar to yours... I know chip making involves lot of process.. Amazon is designing and investing in custom chips, but it is not running a full end-to-end semiconductor fabrication business. So lite teesuko.

They have already some plans for this like getting support from as below.. 

• ASML (Netherlands) makes EUV machines.

• TSMC (Taiwan) and Samsung (Korea) handling leading-edge fabrication.

• Use US firms design (Intel, NVIDIA, AMD) and 

• Collaborate with supply tools (Applied Materials, Lam Research).

Exactly. Chip designing ki chip making ki difference vundi. They made a claim about chip making in the video. Dani meeda matrame comment chesa. Not just Amazon, every hyperscalar company is already doing it. Designing is also not easy, many segments of it will be outsourced. Marvell baaga tantundi. Daaniki dikku leka ee direction lo veltunnaru. Nuvvu list chesinavi kuda equipment manufacturers (ASML, LAM, AMAT, et cetera). It is purely relying on TSMC and Samsung for manufacturing. Ee madhya US govt push tho working with Intel Foundry as well. SKH and Micron for Memory.

[Joker_007]

7 minutes ago, Jatka Bandi said:

Exactly. Chip designing ki chip making ki difference vundi. They made a claim about chip making in the video. Dani meeda matrame comment chesa. Not just Amazon, every hyperscalar company is already doing it. Designing is also not easy, many segments of it will be outsourced. Marvell baaga tantundi. Daaniki dikku leka ee direction lo veltunnaru. Nuvvu list chesinavi kuda equipment manufacturers (ASML, LAM, AMAT, et cetera). It is purely relying on TSMC and Samsung for manufacturing. Ee madhya US govt push tho working with Intel Foundry as well. SKH and Micron for Memory.

Thata velu pettadane ee statements chip making etc etc .... lite teesuko