SEMI · T02
Will Amazon disclose by 2027-12-31 that its own AI chips lead a named AWS AI workload, or that AWS operating margin exceeds 38%?
AWS's Trainium/Inferentia price-performance advantage drives enough inference migration off merchant GPUs to show up as a disclosed workload share or an expanded AWS operating margin.
Questions 6Open 6Call held 0Call missed 0
Custom silicon takes share from merchant GPUs
Custom chips claimed at 30-40% better price-performance plus near-universal Graviton adoption create switching costs and lower unit compute cost for captive AWS inference. AWS reduces per-unit compute cost and expands operating margin while publicly touting internal silicon share, and buyers increasingly compete on lowest cost per token as inference workloads get hard-wired to custom accelerators.
3 voices
Nvidia's platform lock-in keeps custom silicon from showing up in disclosures
Nvidia's investments across component suppliers keep downstream AI infrastructure dependent on Nvidia rails regardless of customer preference for custom silicon, and procurement teams favor fungible, general-purpose capacity over architectural purity. It would show first if AWS continues to describe Nvidia GPUs as the primary platform for its AI capacity through 2027, with no disclosed workload-share claim or margin threshold crossed.
3 voices
The questions
Settles Dec 1open
Will Marvell's revenue for the quarter ending October 31, 2026 be at least 44 percent higher than a year earlier?
Settles Dec 1open
Will Marvell's revenue for the quarter ending October 31, 2026 be at least 52 percent above the year before?
Settles Dec 1open
Will Marvell's revenue for the quarter ending October 31, 2026 climb at least 60 percent from a year earlier?
Settles Dec 9open
Will Broadcom's gross profit for the quarter ended November 1, 2026 be at least 67.5 percent of its revenue?
Settles Dec 9open
Will Broadcom's gross profit for the quarter ended November 1, 2026 be at least 69.0 percent of its revenue?
Settles Dec 9open
Will Broadcom's gross profit for the quarter ended November 1, 2026 be at least 70.5 percent of its revenue?