Amazon says AWS is in talks with other companies about selling its custom AI chips for use in their data centers. Multiple reports describe the effort as an expansion beyond Amazon’s own cloud services, with AWS considering the wider sale of chips such as Trainium. Amazon’s AI chief Peter DeSantis says demand for the newer Trainium versions remains strong and that additional external sales are not expected to damage AWS cloud revenue. The discussions come amid Amazon CEO Andy Jassy’s stated ambition to compete more directly with Nvidia in AI compute. TechCrunch reports Jassy has framed the business as a potential large opportunity for the company, while Bloomberg describes the move as part of Amazon’s broader push to chip away at Nvidia’s dominance in the market for AI accelerators. While the outlets agree that talks are underway and that the chips are being positioned for use outside AWS, none of the articles provides details on specific customers, final pricing, or the timing of any potential deals.
Amazon discusses selling its AI chips to other companies’ data centers
Amazon says AWS is in talks with other companies about selling its custom AI chips for use in their data centers. Multiple reports describe the effort as an expansion beyond Amazon’s own cloud service...
- Amazon’s AWS is in talks to sell its custom AI chips to other companies for use in their data centers.
- The chips discussed include Amazon’s Trainium line, with newer versions reported as in high demand and largely sold out.
- Amazon’s AI chief Peter DeSantis says selling chips outside AWS is not expected to reduce cloud revenue.
- The initiative is linked to CEO Andy Jassy’s ambition to compete more directly with Nvidia.
- Reports describe the effort as an expansion of Amazon’s in-house AI chip strategy beyond its own cloud services.
Amazon's AI chief revealed that AWS is in talks to sell its in-house Trainium AI chips to other companies for data center use. This move follows CEO Andy Jassy's ambition to compete with Nvidia, with the latest Trainium versions already in high demand and largely sold out.
2 months agoAWS is in talks to sell its chips to other data centers. CEO Andy Jassy has said this represents a $50 billion opportunity for the company.
2 months agoAmazon's AI chief says demand is so strong that selling chips outside AWS won't hurt cloud revenue
2 months agoAmazon.com Inc. is in talks to sell its custom-made artificial intelligence chips for use in other companies’ data centers, a key expansion of its efforts to cut into Nvidia Corp.’s dominance.
2 months ago
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