Amazon Transitions to Nvidia's New Blackwell AI Chips

AWS shifts from Grace Hopper to Blackwell GPUs, sparking investor concerns over potential demand dip

Amazon Web Services has shifted its orders from Nvidia's Grace Hopper superchips to the new Blackwell GPUs.
Nvidia's Blackwell chips are expected to be significantly more powerful, with enhanced AI processing capabilities.
The transition has led to investor worries about a potential temporary decline in demand for Nvidia's current chips.
Nvidia is set to release its first-quarter financial results, with high expectations despite market anxieties.
Other semiconductor stocks, such as Lam Research and Qualcomm, are also seeing movement in response to these developments.