Bezos, Amazon’s founder and executive chairman, told Fortune that the chips division, which includes the Trainium and Graviton processors, would be the “foundation” of that investment. What I see right now is that our chips business, our silicon business, is lining up to be our next pillar,” Bezos said. Technology companies are developing their own processors to reduce their dependence on Nvidia’s AI chips. “I do think we’re living in a world where … the key to the compute is often the chips,” Jassy said. Google struck a deal last October to supply Anthropic, the creator of Claude, with one million of its custom AI chips, worth tens of billions of dollars.