otherJune 20, 2026Issue #39

Amazon's chip business is taking a harder swing at Nvidia

Amazon is pushing to challenge Nvidia more directly by selling its own AI chips to outside customers, rather than keeping them locked inside AWS. The company has been quietly building custom silicon for years, but now it's treating its chip division as a real competitor to Nvidia's dominance in the data center market.

Separately, NASA picked Eric Schmidt's rocket company for a Mars mission, setting up a direct race with SpaceX. Schmidt, the former Google CEO, has been investing heavily in space infrastructure through his company's investments and ventures. The win puts him in competition with SpaceX's own Mars ambitions.

Why this matters for us: Amazon's chips and Schmidt's rockets are two sides of the same story — big money consolidating the tech and space we rely on, and the people who built that wealth betting they can do it better.

Amazon is treating its own chip division like it's going to beat Nvidia — not just coexist with it.

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