Amazon: Could Attack NVIDIA & Co. Examines Selling Its Trainium AI Chips to Other Companies - A $50 Billion Business.
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Amazon is considering the direct sale of its proprietary Trainium AI chips to external customers and third-party data centers. The customized hardware is expected to reduce inference costs by up to 80% at comparable performance levels, potentially opening up a new $50 billion business for the company. With the upcoming Trainium4 chip generation, the technology giant is directly challenging established market leaders like Nvidia and Google. Amazon's $50 Billion Assault on the AI Hardware Market Amazon (i) is breaking with an unwritten...
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