Amazon Just Shared Great News for This AI Chipmaker (Hint: Not Nvidia)

Amazon (NASDAQ: AMZN) surprised investors when it shared its artificial intelligence (AI) spending plans for 2026. The tech giant is budgeting $200 billion for capital expenditures this year, nearly a $70 billion increase from 2025. A large portion of Amazon's new data center capacity coming online over the next couple of years will include Nvidia (NASDAQ: NVDA) GPUs. But a growing portion of Amazon's spending appears to be going toward another group of chipmakers, including one that investors can buy righ ...