""Virtually all AI thus far has been done on NVIDIA chips, but a new shift has started. We have a strong partnership with NVIDIA, will always have customers who choose to run NVIDIA, and we will continue to make AWS the best place to run NVIDIA.""
""At scale, we expect Trainium will save us tens of billions of capex dollars per year, and provide several hundred basis points of operating margin advantage versus relying on others' chips for inference.""
Andy Jassy highlighted Amazon's progress in AI chips, particularly Tranium, which is designed to compete with Nvidia. He noted a shift in demand for diversified AI chip sources, stating that customers seek better price-performance. Jassy compared this trend to Amazon's previous success with its Graviton chip against Intel. The latest Tranium3 model offers improved performance, and a significant portion of Tranium4 has already been reserved. Amazon's chip business is now generating over $20 billion in annual revenue, with potential savings on capital expenditures.
Read at www.businessinsider.com
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