Amazon hopes to challenge Nvidia more directly by selling its AI chips
AWS is in talks to sell its chips to other data centers. CEO Andy Jassy has said this represents a $50 billion opportunity for the company.
trainium
In another wild turn for AI chips, Meta signs deal for millions of Amazon AI CPUs
Meta has commandeered a big chunk of Amazon’s homegrown CPUs (not GPUs) for AI agentic workloads, signaling that a new kind of chip race has begun.
An exclusive tour of Amazon’s Trainium lab, the chip that’s won over Anthropic, OpenAI, even Apple
Shortly after Amazon announced its $50 billion investment in OpenAI, AWS invited me on a private tour of the chip lab at the heart of the deal.