Jaden Schaefer

And so I think the narrative is shifting a bit from kind of growth to sustainability.

And Wall Street is asking, you know, can NVIDIA maintain the margins when competition is really entering the market?

So that's going to be what we have to look out for there.

The next thing I want to cover is Amazon's Tranium Lab.

This is a huge story for a number of different reasons, but Tranium is already being used by a lot of the top AI labs.

Anthropic, OpenAI, even Apple are all reportedly using it.

Amazon is vertically integrating the AI stack, which means that they are not just hosting the models, they're actually building the chips, they're running the infrastructure, and they're distributing the models.

Tranium right now is optimized for cost efficiency, not for peak power.

And so Nvidia is really winning on the performance and Amazon is competing on price per token.

AWS right now is turning into kind of this multimodal marketplace.

You have Tranium, you have Bedrock, you have multiple model providers, and Amazon is becoming basically the default AI distribution layer.

I think this is the real, you know, Nvidia threat.

It's not really a startup.

the biggest competitor is not just another chip startup for NVIDIA.

It's that these hyperscalers control a lot of demand and people are, you know, let's say they're buying access to NVIDIA through AWS.

Well, if Amazon starts to create some of their own chips and some of their other, you know, tools that threaten NVIDIA, it's really easy for them to market that and promote that to their users and steal a lot of market share straight from NVIDIA.

The next thing I want to cover is WordPress's AI publishing.

So I think WordPress right now is trying to unlock fully autonomous content loops.

Basically, we know with tools like OpenClaw, agents can now research, write, publish with no human required blogs.

And there's been a lot of like AI tools that have helped to do this type of stuff in the past.