"Can any company, big or small, really topple Nvidia's AI chip dominance? Maybe not. But there are hundreds of billions of dollars of revenue for those that can even peel off a chunk of it for themselves, Amazon CEO Andy Jassy said this week. As expected, the company announced during the AWS Re:Invent conference the next generation of its Nvidia-competitor AI chip, Trainium3, which is four times faster yet uses less power than the current Trainium2."
"He said the Trainium2 business "has substantial traction, is a multi-billion-dollar revenue run-rate business, has 1M+ chips in production, and 100K+ companies using it as the majority of Bedrock usage today." Bedrock is Amazon's AI app development tool that allows companies to pick and choose among many AI models."
""We've seen some enormous traction from Trainium2, particularly from our partners at Anthropic who we've announced Project Rainier, where there's over 500,000 Trainium2 chips helping them build the next generations of models for Claude," Garman said. Project Rainier is Amazon's most ambitious AI cluster of servers, spread across multiple of data centers in the U.S. and built to serve Anthropic's skyrocketing needs. It came online in October. Amazon is, of course, a major investor"
Amazon announced Trainium3, a next-generation AI chip that is four times faster and more power-efficient than Trainium2. Trainium2 already runs at a multi-billion-dollar revenue rate with over 1M chips in production and more than 100K companies using it for the majority of Bedrock usage. Bedrock is Amazon's AI app development tool that enables selection among many AI models. Amazon emphasizes Trainium's price-performance advantages compared with GPUs, aligning with its strategy of offering in-house technology at lower cost. Anthropic is a major Trainium2 customer, with Project Rainier deploying over 500,000 chips across multiple U.S. data centers.
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