Amazon Emerges as a Dark Horse in AI Race, Potential to Surpass Nvidia by 2030

While Nvidia dominates headlines with its $4 trillion market cap, Amazon quietly positions itself as an underrated AI contender. The e-commerce giant's stock has gained just 57% over five years—dwarfed by Nvidia's 1,350% surge—yet its AWS cloud division holds untapped AI potential.

AWS's 17% growth trails Microsoft Azure and Google Cloud, but its Anthropic partnership changes the calculus. The AI startup's $10 billion funding round signals major compute spending on Amazon's infrastructure. This symbiotic relationship mirrors how crypto projects like ETH and SOL leverage cloud platforms for decentralized computing.

The cloud-AI convergence mirrors blockchain's infrastructure plays, where tokens like FIL (for decentralized storage) and RNDR (distributed GPU power) trade on exchanges including Binance and Coinbase. As AI workloads explode, Amazon's physical infrastructure could become as valuable as crypto's VIRTUAL networks.