Andy Jassy used his annual letter to shareholders to tout Amazon's AI chip progress — and lay down the gauntlet to Nvidia. Amazon is an Nvidia customer, but the e-commerce giant also makes its own AI chips, called Tranium. Jassy said Amazon's chip business is "on fire" and that this demand is part of a shift in which companies are diversifying where they buy their AI chips from. "Virtually all AI thus far has been done on NVIDIA chips, but a new shift has started," Jassy wrote. "We have a