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Market Daily Report: Bursa Malaysia Ends Lower as Investors Eye US Data, BOJ Decision

KUALA LUMPUR, Dec 5 (Bernama) -- Bursa Malaysia closed lower on Friday amid mixed regional market performance as investors turned cautious over a possible rate hike by the Bank of Japan (BOJ) and upcoming US economic data that may influence the Federal Reserve’s (Fed) interest rate decision next week.   At 5 pm, the FTSE Bursa Malaysia KLCI (FBM KLCI) pared most earlier losses to settle 4.55 points easier, or 0.28 per cent, to 1,616.52 from Thursday’s close of 1,621.07. The benchmark index, which opened 0.37 of-a-point lower at 1,620.70, moved between 1,609.67 and 1,621.25 throughout the day.  The broader market was negative, with decliners outpacing advancers 604 to 439. A total of 550 counters were unchanged, 1,151 untraded, and 18 suspended. Turnover declined to 3.17 billion units worth RM2.24 billion from 4.48 billion units worth RM2.75 billion yesterday. Rakuten Trade Sdn Bhd vice-presiden...
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Amazon Embeds Nvidia Tech Into Its New AI Chips — A Partnership That Could Reshape the AI Infrastructure Race

Amazon and Nvidia have deepened their AI alliance, integrating Nvidia’s accelerated computing technologies directly into Amazon Web Services’ (AWS) next-generation custom silicon — marking a major escalation in the global AI infrastructure arms race.

At AWS re:Invent, the two tech giants unveiled expanded support for Nvidia NVLink Fusion, a new interconnect architecture that links Nvidia GPUs with AWS-designed chips such as Trainium4 and future Graviton processors.

AWS is building its future AI platforms using NVLink Fusion + Nvidia MGX rack architecture, creating a unified high-performance fabric capable of powering the next wave of large-scale AI models.

Advanced GPU Access & Sovereign AI Clouds

AWS is also broadening access to Nvidia’s Blackwell GPUs, which now power AWS’s new AI Factories — dedicated sovereign AI cloud clusters designed for global enterprises needing local, regulation-compliant compute.

Nvidia says this makes industrial-grade AI infrastructure available to “every company and every country,” accelerating what CEO Jensen Huang calls the AI industrial revolution.

AWS is further integrating Nvidia software across its ecosystem:

  • Nvidia Nemotron models now available on Amazon Bedrock

  • First major cloud provider to offer serverless vector indexing with Nvidia GPUs

  • Faster infrastructure for retrieval-augmented generation (RAG) and agentic AI workloads

Physical AI & Robotics Get a Boost

The partnership now extends into robotics:

Nvidia’s Cosmos world models and Isaac robotics platform run natively on AWS, enabling simulation, training, and testing of real-world automation systems at scale.

This marks the next chapter in a 15-year AWS–Nvidia collaboration.

Leadership Remarks

Jensen Huang, Nvidia CEO:

“GPU compute demand is skyrocketing. With NVLink Fusion coming to AWS Trainium4, we’re building the compute fabric for the AI industrial revolution.”

Matt Garman, AWS CEO:

“This collaboration brings customers new capabilities so they can innovate faster than ever.”

AI Platform Strategy: Why Nvidia + Amazon Both Win

Nvidia (valued at US$4.4 trillion, +35% YTD) and Amazon (US$2.5 trillion, +7% YTD) are pursuing a dual-track AI strategy:

1. Amazon sells Nvidia GPUs to OpenAI via AWS

→ Nvidia strengthens chip dominance
→ AWS revenue surges from AI cloud demand

2. Amazon builds Anthropic on Trainium2

→ Amazon lowers AI training costs
→ Gains more control over long-term cloud margins

Whether OpenAI scales with Nvidia or Anthropic scales with Trainium, both companies benefit — keeping Nvidia and Amazon central to the global AI race.

Price Moves

  • NVDA +1.33% at US$182.32

  • AMZN +0.80%

Key Takeaways

  • Amazon is integrating Nvidia tech directly into its custom AI chips, strengthening both companies’ positions in the AI infrastructure market.

  • Trainium4 + NVLink Fusion creates a unified compute fabric that improves training performance and scalability.

  • AWS expands availability of Nvidia Blackwell GPUs and introduces sovereign AI Factories for global, regulation-compliant deployments.

  • Nvidia software (Nemotron, vector indexing, robotics tools) is now deeply embedded inside AWS services.

  • The partnership supports both companies’ AI strategies: Nvidia dominates high-end hardware, while Amazon pushes for lower-cost custom silicon through Trainium.

  • No matter which AI model ecosystem wins — OpenAI or Anthropic — both Nvidia and Amazon remain central to the infrastructure powering it.

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