Amazon intră în competiție cu Nvidia. Afacerea sa cu cipuri AI a ajuns la 25 de miliarde de dolari anual

Amazon's chip business for AWS has reached an annual revenue of approximately $25 billion, positioning it as a significant competitor to Nvidia in the AI chip market. The rapid growth in demand for AI infrastructure has driven this success, as Amazon develops its own processors to reduce costs and reliance on external suppliers. The company offers various chip families, including Graviton for general tasks, Trainium for AI model training, and Inferentia for inference tasks. This trend reflects a broader shift in the tech industry, with major cloud providers seeking to create their own chips to meet customer needs and reduce dependency on Nvidia. Amazon's growth signals a new phase in AI infrastructure, where cloud giants compete not only in software but also in hardware technology.