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Artificial intelligence
fromTechCrunch
12 hours ago

Andy Jassy says Amazon's Nvidia competitor chip is already a multi-billion-dollar business | TechCrunch

Amazon's Trainium chips are gaining significant traction and capturing substantial cloud AI workload share against Nvidia, driven by price-performance and large customers like Anthropic.
Artificial intelligence
fromBusiness Insider
3 weeks ago

Startups find Amazon's AI chips 'less competitive' than Nvidia GPUs, internal document shows

Amazon's in-house Trainium chips currently underperform Nvidia's H100 GPUs, risking AWS profitability if customers demand Nvidia GPUs for AI workloads.
from24/7 Wall St.
1 month ago

Live: Will Amazon Move Higher After Q3 Earnings After the Bell?

Amazon added 3.8 GW of power in the last 12 months, expects another >1 GW in Q4, and plans to double AWS power capacity again by 2027. Power is becoming the main bottleneck for the industry, but Amazon is aggressively adding and immediately monetizing capacity. Trainium2 is "fully subscribed," already a multibillion-dollar business, and grew 150% q/q. Today it's mostly very large customers (example: Anthropic training Claude on ~500,000 Trainium2 chips, going to ~1 million).
Artificial intelligence
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