Amazon’s Trainium Chips Offer 30% Edge Over Nvidia GPUs as Apollon Wealth Adds Stake
NVDA delivered 73% Q1 revenue growth and trades at a lower EV/sales multiple than Intel despite a higher P/E ratio. Apollon Wealth Management increased its NVDA stake by 1% to 1.317M shares while Amazon’s Trainium chips offer a 30% cost-performance advantage over Nvidia GPUs.
1. Q1 Growth and Valuation Comparison
NVDA posted a 73% increase in Q1 revenue, outpacing peers in AI data center demand. The stock trades at a lower EV/sales multiple than Intel and carries a higher P/E ratio, reflecting investor preference for Nvidia’s proven growth over Intel’s turnaround narrative.
2. Amazon’s Trainium Chips Challenge
AWS has sold out future generations of its Trainium training chips, which deliver 30% better cost-performance than GPU-based alternatives. Coupled with a $200 billion capital expenditure plan, this could drive customers to evaluate shifting workloads from Nvidia GPUs to Amazon’s custom silicon.
3. Apollon Wealth Management Increases Stake
Apollon Wealth Management raised its NVDA holding by 1%, adding 12,446 shares to reach a total of 1,317,275. This incremental accumulation highlights sustained institutional confidence in Nvidia’s AI-driven growth trajectory.