Amazon is in discussions to sell its custom AI chips to other companies' data centers, potentially opening a new revenue stream from its semiconductor engineering.

What happened: Amazon.com is in discussions to sell its custom AI chips for use in other firms' data centers.

Why it matters: Amazon has built chips for its own cloud operations, and selling them to competitors could generate revenue from technology that was previously developed only for internal use.

What to watch: The outcome of these discussions will signal whether Amazon can establish itself as a chip supplier to the broader market, or whether the talks do not advance to a commercial arrangement.