Amazon's $38B OpenAI Deal Proves NVIDIA's Monopoly Is Already Breaking

1. Amazon's $38 billion OpenAI deal boosted AMZN shares by 5%. 2. Anthropic runs on 500,000 of Amazon's Trainium2 chips, cutting NVIDIA out. 3. Amazon's strategy positions it strongly against NVIDIA's pricing power. 4. AWS claims Trainium2 offers 30-40% better price-performance for training workloads. 5. Concerns arise over circular financing affecting AWS growth sustainability.