Nvidia's $4.9 trillion chip empire has a new problem: its biggest customers

Amazon CEO Andy Jassy has been bullish on the company's Trainium chips. Bloomberg/Getty Images Google and Amazon have ambitions to sell AI chips to customers. That could make things awkward with Nvidia, which the two tech giants also rely on. Taking on Nvidia won't be easy, but one analyst said the process is now "irreversible." Two of Nvidia's biggest customers might be turning into its biggest threat. For three years, Nvidia's stock has defied gravity on the premise that the AI industry n...