Amazon (NASDAQ: AMZN) is turning its custom chips into an exciting story. Graviton, Trainium, and Nitro could help reduce costs, strengthen AI positioning, and retain more value within Amazon’s cloud platform. But with the stock already higher and spending still massive, investors have to decide whether the upside is worth the risk.
Stock prices used were the market prices of May 2, 2026. The video was published on May 9, 2026.
Amazon’s custom chip business is growing fast. Here’s what Graviton, Trainium, and Nitro could mean for AWS, NVIDIA, margins, and Amazon stock.
Amazon’s custom chip business is growing fast. Here’s what Graviton, Trainium, and Nitro could mean for AWS, NVIDIA, margins, and Amazon stock.
By Rick Orford – May 10, 2026 at 11:00AM EST
Amazon (AMZN +0.55%) is turning its custom chips into an exciting story. Graviton, Trainium, and Nitro could help reduce costs, strengthen AI positioning, and retain more value within Amazon’s cloud platform. But with the stock already higher and spending still massive, investors have to decide whether the upside is worth the risk.
Stock prices used were the market prices of May 2, 2026. The video was published on May 9, 2026.
About the Author
Rick is a Wall Street Journal best-selling author with over 20 years of experience trading stocks and options. The most authoritative publications, including Good Morning America, Washington Post, Yahoo Finance, MSN, Business Insider, NBC, FOX, CBS, and ABC News, cover his work.
His passion is business, and he works tirelessly to deliver content in an easy-to-understand manner.
In 2018, Rick wrote The Financially Independent Millennial to inspire his readers with his story about becoming financially independent at age 35 despite not learning about money when he was younger. His books are easy to read and often refer to key points that “He would tell his younger self.”
When not thinking about business, Rick writes (mainly about cruise ship travel) for his travel blog and is an enthusiast of fast cars, technology, & cooking.
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