$Amazon (AMZN.US)$ is a very politically-sensitive company. ...

$Amazon (AMZN.US)$ is a very politically-sensitive company. Think that's important context for the $Intel (INTC.US)$ announcement (replete with a quote from Ohio's governor). Nice W for Intel, but Amazon will keep working on Graviton, Trainium and Inferentia, all of which are for now fabbed by $Taiwan Semiconductor (TSM.US)$ .