"During Wednesday's earnings call, CEO Andy Jassy said 'there's a good chance' the company will start offering full racks of Trainium chips beyond its own cloud 'over the next couple of years.'"
"Jassy added that Trainium has racked up $225 billion in 'revenue commitments' through its cloud service from companies including OpenAI, Anthropic, and Uber."
"'We're really unusually well-positioned for the inflection that we're seeing,' Jassy said, highlighting Amazon's growing portfolio across Trainium AI chips and Graviton CPUs."
Amazon is set to begin selling its Trainium AI chips to external customers within two years, as stated by CEO Andy Jassy. This marks a significant shift in Amazon's business model, moving from solely providing cloud services to potentially selling physical chips. Currently, Trainium is only available through Amazon Web Services. The company has secured $225 billion in revenue commitments for Trainium from major clients. Amazon is now recognized as one of the top three data center chip businesses globally, indicating its strong position in the market.
Read at www.businessinsider.com
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