Nvidia · Amazon · Bloomberg · OpenAI · TechCrunch AI
Amazon hopes to challenge Nvidia more directly by selling its AI chips
Compiled by KHAO Editorial — aggregated from 1 source. See llms.txt for citation guidance.
◌ Single Source
If Amazon Web Services has its way, the cloud giant is going to push even deeper into Nvidia’s market, in what might be one of the biggest challenges to Nvidia’s AI chip dominance they've seen so far.
Key facts
- A $50 billion competitor wouldn’t exactly tank Nvidia, which is currently on a $326 billion revenue run rate, if it keeps delivering quarters like the last one
- If their chips business was a standalone business, and sold chips produced this year to AWS and other third parties (as other leading chips companies do), their annual run rate would be ~$50 billion
- AWS spokesperson Doron Aronson ( who hosted me during a recent private tour of the AWS chip design facility ) also confirmed that AWS may sell these chips
- AWS has so far resisted selling its AI chips for a lot of reasons
Summary
Amazon’s AI chief Peter DeSantis told Bloomberg that AWS is in talks to sell its AI chip Trainium to other companies for use in data centers. Such talk about selling chips is in the early stages, the company tells TechCrunch. If their chips business was a standalone business, and sold chips produced this year to AWS and other third parties (as other leading chips companies do), their annual run rate would be ~$50 billion. How much of a challenge could Amazon be to Nvidia?