Amazon (company) & Nvidia
190 shared events · Importance 24 · Last updated Aug 24, 2026
Live sentiment trends, interaction importance charts, and action volume tracking available on the
Ergen Dashboard
Business
Amazon (company): As a U.S. hyperscaler, Amazon (company) is significantly investing in AI infrastructure, contributing to the overall growth and profitability of the AI ecosystem.
Nvidia: Nvidia, a semiconductor manufacturer, projected over $1 trillion in cumulative revenue for its AI GPU chipset business, demonstrating significant profitability and growth within the AI ecosystem.
Jun 11, 2026 · 6 articles
Business
Amazon (company): Amazon topped the Fortune Global 500 for the first time, with $700 billion revenue, ending Walmart's 12-year reign. This solidifies its position as the world's largest company by revenue.
Nvidia: Nvidia ranked No. 28 and was one of four U.S. tech companies with over $100 billion in profits, driven by AI demand.
Jul 28, 2026 · 17 articles
Business
Amazon (company): Amazon (company)>>> has entered a multi-billion dollar agreement with Corning Inc.>>> to secure optical fiber and connectivity products for its expanding data centers, reinforcing its AI infrastructure and commitment to US manufacturing.
Nvidia: Nvidia>>> previously partnered with Corning Inc.>>> for optical fiber, investing $500 million and potentially up to $3.2 billion, highlighting the growing demand for Corning Inc.>>>'s products in AI infrastructure.
Jun 08, 2026 · 34 articles
Tech
Amazon (company): Amazon (company) Inc's Chief Global Affairs & Legal Officer, David Zapolsky, is a distinguished innovator speaking at the ATxSummit, sharing insights on building AI-native enterprises.
Nvidia: Nvidia is a key participant in both the ATxSummit and Twimbit Telecom Summit, with its Chief Scientist and VP Telecoms & AI presenting on the role of AI and GPU-accelerated computing in transforming economies and the telecom sector.
Apr 23, 2026 · 45 articles
Business
Amazon (company): Reported its biggest revenue growth in over four years, signaling AI investments are paying off. Market cap surpassed $3 trillion for the first time.
Nvidia: Benefited from the AI rally, with shares rising. Continued to be a key beneficiary of AI infrastructure spending.
Jul 14, 2026 · 280 articles
Business
Amazon (company): Amazon (company) was ARK Investment Management's largest purchase on Monday, even as its stock hit a new high. The company's AWS business is thriving, and the purchase reflects confidence in its growth.
Nvidia: Nvidia is the most frequently bought stock by ARK Investment Management, with purchases across multiple ETFs. The company is the leading AI chip provider, and its stock has been volatile but remains near all-time highs. Ark's buying may support its valuation.
Aug 04, 2026 · 6 articles
Business
Amazon (company): Amazon is designing in-house AI chips and increasing capital spending on AI infrastructure, reducing dependence on Nvidia.
Nvidia: Nvidia is the central company analyzed, with strong current growth but facing potential market share erosion and valuation concerns. Its long-term revenue could exceed $400 billion in data center chips by 2030.
Jun 27, 2026 · 6 articles
Business
Amazon (company): Amazon (company), a major Nvidia customer, faces higher server costs and is developing its own AI chips to reduce dependence, but remains reliant on Nvidia for now.
Nvidia: Nvidia is raising AI server prices by over 15% due to rising memory costs, reflecting its strong pricing power and robust demand for its AI chips. This move could boost revenue but may also push customers toward alternatives.
Aug 22, 2026 · 27 articles
Business
Amazon (company): Amazon (company), through its cloud division AWS, is exposed to AI revenue from OpenAI and Anthropic. The warning highlights potential downside if AI concentration leads to a price war or reduced demand.
Nvidia: Nvidia is a major beneficiary of the AI boom, but Burry's short position and Eisman's warning about AI concentration could pressure its stock. The company's growth is tied to AI infrastructure spending, which may be at risk.
Aug 13, 2026 · 7 articles
Business
Amazon (company): Amazon is accelerating AI capital expenditures, weighing on cash flows, and is part of the rotation away from Mag 7.
Nvidia: Nvidia is the third worst stock in the semiconductor benchmark with only a 4.9% gain, as the AI trade shifts away from the erstwhile bellwether to memory chipmakers.
Jul 07, 2026 · 13 articles
Business
Amazon (company): Amazon announced a multibillion-dollar deal with Corning Inc., impacting Corning's stock positively.
Nvidia: Nvidia's stronger-than-expected quarterly report and revenue forecast, driven by demand for its AI chips, significantly boosted market sentiment and led to a rally in technology stocks across Asia and Wall Street. Despite a slight dip in after-hours trading, its performance was a key driver of the overall market gains.
May 20, 2026 · 72 articles
Business
Amazon (company): Included in the framework; report notes its accounting profit does not reflect normalized valuation.
Nvidia: Included in the framework and mentioned as part of crypto investor portfolios; high relevance.
Aug 23, 2026 · 6 articles
Business
Amazon (company): Central to the event; its market cap surpassed $3 trillion, driven by strong earnings and AWS growth. The company raised capex to $220 billion and saw its stock surge, though free cash flow turned negative.
Nvidia: World's most valuable company at nearly $5 trillion; benefits from AI infrastructure spending by Amazon and others.
Jul 30, 2026 · 48 articles
Business
Amazon (company): Amazon (company)'s cloud revenues grew 38% year-on-year, reflecting strong AI demand. The company is a major hyperscaler investing in AI infrastructure.
Nvidia: Nvidia rose 3% as AI demand continues, with its chips powering data centers. The company remains a key beneficiary of the AI capex cycle.
Aug 05, 2026 · 65 articles
Business
Amazon (company): Amazon (company) is a major user of Nvidia chips, but not directly involved in the financing initiative.
Nvidia: Nvidia is the central entity, launching the $500B financing initiative and expanding its role into infrastructure financing. The move strengthens its ecosystem and could drive further demand for its chips.
Jul 25, 2026 · 81 articles
Business
Amazon (company): Amazon's significant AI infrastructure investments, including its cloud division, are a key customer for Nvidia's data center products, supporting demand.
Nvidia: Nvidia is the central entity, with its earnings report being the focus. The company's performance and guidance will directly impact its stock price and the AI sector. Despite recent underperformance, its dominant position in AI hardware and reasonable valuation support positive long-term sentiment.
Jul 22, 2026 · 29 articles
Domestic
Amazon (company): Amazon (company) stock jumped, aiding the recovery of technology stocks and broader market gains.
Nvidia: Nvidia saw a slight rise after previous losses, highlighting the volatility and influence of big tech on the market.
Jun 24, 2026 · 7 articles
Business
Amazon (company): Amazon (company), through its Amazon — Amazon Web Services, has partnered with Cerebras Systems to accelerate inference workloads, providing a significant platform for Cerebras' Wafer-Scale Engine.
Nvidia: Nvidia is a market leader in GPUs for AI workloads, and Cerebras Systems aims to compete with its technology. Nvidia's performance is used as a benchmark for Cerebras Systems' potential.
Jun 18, 2026 · 8 articles
Domestic
Amazon (company): Amazon (company)>>>'s expansion into less-than-truckload freight services negatively impacted shares of traditional trucking companies.
Nvidia: Nvidia>>> was a major drag on the S&P 500>>> as investors took profits and worried about stretched valuations in the semiconductor sector.
Jun 10, 2026 · 10 articles
Business
Amazon (company): Amazon (company) is a 'hyperscaler' actively building AI data centers, contributing to the tech stock surge and benefiting from the AI boom.
Nvidia: Nvidia is an AI chip specialist, benefiting from the increased demand for computing power in the AI sector.
Jun 05, 2026 · 13 articles
Business
Amazon (company): Amazon (company)>>> is an authorized retail partner for Asus>>>'s new laptops, which will contribute to its e-commerce sales.
Nvidia: Nvidia>>>'s GeForce RTX 50 Series graphics cards are integrated into Asus>>>'s new laptops, indicating continued demand for its high-performance GPUs and contributing to its revenue.
Jun 11, 2026 · 6 articles
Regulatory
Amazon (company): Amazon's UAE operations gain license-free access to AI chips and servers.
Nvidia: Nvidia benefits from increased export opportunities for its AI chips to the UAE.
Apr 20, 2026 · 13 articles
Tech
Amazon (company): Amazon is a competitor with its Annapurna Labs chips, which have seen growing adoption. Microsoft's Maia 300 push adds to the competitive landscape for custom AI accelerators.
Nvidia: Nvidia faces increased competition from Microsoft's custom Maia chips, which aim to reduce reliance on its GPUs. While Nvidia remains dominant, hyperscaler custom silicon could erode its market share in AI accelerators over time.
Aug 10, 2026 · 20 articles
Business
Amazon (company): Investor in 2023 round; potential acquirer given AWS and AI interests.
Nvidia: Potential buyer and previous investor; had $500M investment rejected. Active in AI infrastructure deals, including Open Secure AI Alliance.
Aug 23, 2026 · 6 articles
Business
Amazon (company): Amazon is deploying custom chips, contributing to competition for Nvidia.
Nvidia: Nvidia lost $1 trillion in market value and its stock fell 16% from its all-time high, now trading at 18 times forward earnings, its cheapest since early 2019. Despite strong fundamentals and dominant GPU market share, the stock is underperforming due to sector rotation.
Jul 08, 2026 · 6 articles
Business
Amazon (company): Less directly impacted; part of hyperscaler spending.
Nvidia: Fell 3.7% in one session, heaviest weight on S&P 500; lost over $300 billion in market cap in a single day.
Apr 20, 2026 · 344 articles
Business
Amazon (company): Amazon (company) is one of the four biggest buyers of computing equipment, planning significant capital expenditures for AI data centers, contributing to the demand for memory chips.
Nvidia: Nvidia, a key customer and partner of Micron Technology, relies on Micron's HBM chips for its AI processors. Nvidia's continued demand and collaboration have been instrumental in Micron's success and the broader AI infrastructure build-out.
May 19, 2026 · 104 articles
Business
Amazon (company): Amazon (company)>>> is listed as an executive participant, suggesting its interest in the evolving payments landscape, especially concerning AI-driven commerce and customer relationships.
Nvidia: Nvidia>>>'s participation highlights the growing intersection of AI and payments, as the company's technology is crucial for the advancement of AI agents in commerce.
Jun 10, 2026 · 8 articles
Business
Amazon (company): Amazon is both an investor in Decart AI (through its venture arm) and a provider of chips (AWS Trainium) and cloud services to Anthropic. The acquisition could strengthen Anthropic's use of AWS infrastructure.
Nvidia: Nvidia is an investor in Decart AI and a major supplier of chips to AI companies. The acquisition could potentially reduce demand for its chips if Decart AI's optimization software is widely adopted, though Nvidia also benefits from the overall AI boom.
Aug 13, 2026 · 20 articles
Business
Amazon (company): Hyperscaler customer; its AI infrastructure spending plans influence demand for SK Hynix's memory chips.
Nvidia: Key customer and partner; SK Hynix's results reflect strong demand for Nvidia's AI chips, but concerns about AI spending sustainability affect Nvidia's outlook.
Jul 28, 2026 · 59 articles
+ 160 more events
View on Dashboard
ERGEN INTELLIGENCE
Explore this relationship live
Track how Amazon (company) and Nvidia interact across events, view sentiment trends, and discover connected entities.
Open Dashboard