Nancy Pelosi is a US Congresswoman who has served as the Speaker of the House of Representatives from 2007 to 2011 and from 2019 to 2023. In 2023, Pelosi and her family's investment portfolio showed significant performance gains. According to statistics from Unusual Whales, the Pelosi portfolio returned 65% in 2023, substantially outperforming the S&P 500 index during the same period. This has made her one of the most closely watched investors in the capital markets.
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Intensifying competition! Reports indicate that amazon is persuading cloud customers to avoid nvidia and switch to its own chips.
Analysis suggests that if amazon can shift customer spending to its self-developed server chips, as these chips are cheaper for cloud customers due to their significantly lower power consumption compared to nvidia chips, this will enhance amazon's profit margins. Moreover, it can also prevent nvidia from occupying more cloud market share by directly renting out its chip servers to enterprises.
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