Group 1 - Amazon Web Services (AWS) is set to announce an upgrade to its Graviton 4 chip, increasing network bandwidth to 600 Gbps, which AWS claims is the highest specification in the public cloud [2] - Graviton 4, designed by Amazon's Annapurna Labs, is part of its custom chip strategy aimed at competing with traditional semiconductor giants like Intel and AMD [2] - The real competition lies in the artificial intelligence infrastructure sector, where AWS is directly challenging Nvidia [2] Group 2 - AWS has invested $8 billion in Project Rainier, an AI supercomputer built for the startup Anthropic, which utilizes over 500,000 Trainium chips [3] - Although Nvidia's Blackwell chip outperforms Trainium 2, AWS claims its chips offer better cost-performance ratios [3] - AWS's supply capacity is strong, but demand for these chips currently exceeds supply, indicating a robust market interest [3] Group 3 - With the upcoming Graviton 4 upgrade and the Trainium chips used in Project Rainier, AWS aims to control the entire technology stack of AI infrastructure, from network architecture to training and inference [3] - The success of mainstream AI models like Claude 4 being trained on non-Nvidia chips raises the question of how much market share AWS can capture from Nvidia [3] - The release schedule for the Graviton 4 upgrade will be announced by the end of June [4]