The pivot to AI comes with risks, including heavy borrowing and concerns about sustainability, with potential shortfalls if demand for AI slows.

Nvidia Corp. and Amazon Web Services Inc. announced the expansion of the two companies’ collaboration on new chip technology, networking, cloud infrastructure and open models and physical AI.

Meanwhile, Trainium3 makes its debut promising million-chip training clusters Re:Invent Amazon says that its next generation of homegrown silicon will deliver 6x higher performance thanks to a little help from its buddy Nvidia.

Nvidia has made a $2 billion investment in Synopsys and has a new partnership with the maker of chip-design software.

AWS brings sovereign AI on-prem with new AI Factories alongside Trainium3 and Nvidia GB300 launches - SiliconANGLE

Nvidia CEO Jensen Huang hasn't been one to overhype the company. He has consistently backed up his guidance by surpassing revenue and earnings estimate