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67/100 Bullish 03.06.2026 · 11:30 Finrend AI ⏱ 1 dk 👁 10 TR

Jim Cramer Admits Amazon's AI Chips Pose a Threat to Nvidia

Famed investor Jim Cramer has acknowledged that his previous assessment of Amazon was incorrect, now stating that the company's artificial intelligence chips have become a serious competitor to Nvidia. Cramer emphasized that Amazon's self-developed AI chips have the potential to threaten Nvidia's dominance in the market. Cramer admitted to underestimating Amazon's efforts in AI, saying he had downplayed the company's progress in this technology. He noted that the custom chips developed through Amazon's cloud computing unit, AWS, offer lower-cost and more energy-efficient solutions compared to Nvidia's GPUs. The investor stated that Amazon's AI chips could be used as an alternative to Nvidia's products, particularly in large-scale data centers, and this could impact Nvidia's market share. Cramer predicted that Amazon's investments and technological breakthroughs in this area would increase competition in the AI hardware market. Cramer's comments have reignited discussions about whether Amazon's AI chip strategy could shift the balance in the industry. Nvidia's leading position in the AI chip market continues to be challenged as major tech companies like Amazon develop their own solutions. This is not investment advice.

📊 AMZN — Piyasa Yorumu

▲ up · 60%

The news headline creates a positive perception by suggesting that Amazon's AI chips could rival Nvidia. However, technical indicators are in oversold territory (RSI below 30), and the price is below both the 20-day and 50-day moving averages, indicating short-term weakness. The MACD continues to give a sell signal. Therefore, the positive sentiment from the news may not fully offset the technical weakness. Limited upside or sideways movement is expected in the short term.

RSI 14
30.0
MACD
-3.08
24h Δ
-5.93%

📊 NVDA — Piyasa Yorumu

▼ down · 60%

Jim Cramer's admission that Amazon's AI chips pose a threat to Nvidia could heighten competition concerns among investors. Technically, while the RSI at 55.8 remains in neutral territory, the MACD continues to stay below the signal line, indicating short-term weakness. Although the price is above the 20- and 50-day moving averages, a short-term bearish trend may be expected due to the negative perception created by the news and mixed signals from technical indicators. Profit-taking also appears likely following the 3.9% rise over the past 24 hours.

RSI 14
55.8
MACD
2.19
24h Δ
3.94%
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