Amazon is reportedly in discussions to sell its proprietary AI chips to external data centers, aiming to expand its influence in the AI infrastructure market. This move is part of Amazon's strategy to challenge Nvidia's market dominance. Peter DeSantis, head of Amazon's AI business, highlighted the rapid evolution of AI infrastructure and the company's commitment to serving a broader customer base.
Amazon's AI accelerator chip, Trainium, launched in 2020, has already secured significant clients such as OpenAI, Anthropic, and Uber through Amazon Web Services (AWS). The company announced in April that Trainium has garnered over $225 billion in revenue commitments. With the third-generation Trainium chip nearly sold out, Amazon anticipates strong demand for its fourth-generation chip, set to launch next year.
Amazon Eyes Expansion by Selling AI Chips to External Data Centers
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