Nvidia Chip Prices to Rise 17%, Starcloud CEO on Orbital Data Centers, Amazon’s Growing Importance
Meanwhile, independent merchants are increasingly shifting from DTC to Amazon due to rising ad costs on Google/Meta and higher consumer trust in Amazon's review system.summaryAmazon DTC Shift: Independent merchants are shifting back to Amazon because DTC ad costs on Google and Meta rose >20% between 2021-2026, while Amazon ad costs rose less. Google's search UI changes (AI overviews) reduced takeawayAmazon Merchant Health: Amazon sellers making >$1M in sales have grown, with average annual sales up ~30% YoY. TikTok Shop is currently viewed as a discovery engine rather than a direct competitor to Amazon's conversion takeaway














