X @Cathie Wood
Cathie Wood·2026-03-01 02:18

Competition for Nvidia.Frank Downing (@downingARK):We predict that over a third of the compute market will be custom silicon by 2030. This announcement is another step in that direction.Everyone knows Google's TPU, but Amazon is the sleeping giant that is waking up.Have a blog coming soon that dives deeper into this. https://t.co/wuv6DwwJFP ...