Eye-Catching TitleAmazon Stock Soars 4% on Expanded AWS Chip Deal: Why Is NVIDIA Dropping 4%?

Amazon shares rose 4% after AWS announced it is tripling its NVIDIA GPU deployment to 2 million units, highlighting strong Wall Street confidence in cloud-based AI monetization. Surprisingly, NVIDIA stock fell 4% despite the massive order, dragged down by a broader semiconductor sector pullback, gross margin normalization around 71–72%, and ongoing industry-wide memory scarcity. With hyperscale peers Microsoft and Alphabet also climbing 2%, the market divergence signals that investors currently favor cloud platforms directly monetizing AI workloads over hardware suppliers navigating supply chain pressures.

https://finance.yahoo.com/technology/ai/articles/amazon-jumps-4-expanded-aws-175747219.html