NVIDIA stock falls 9% as Anthropic commits $200B to Google TPUs and Amazon's Trainium hits $225B in revenue commitments

NVIDIA shares dropped 9% over six sessions amid mounting custom-silicon competition. Anthropic committed roughly $200B to Google TPUs over five years, Amazon's Trainium has $225B+ in revenue commitments (1.4M chips deployed across three generations, including 500K in Project Rainier alone), and Meta is deploying homegrown silicon. NVIDIA is up only 5% YTD vs. a 55% gain for the Philly semi index. Q1 earnings land May 20. Separately, China is still blocking H200 imports despite Trump and Jensen Huang's Beijing trip.