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Amazon hopes to challenge Nvidia more directly by selling its AI chips (opens original article in a new tab)

TL;DR

Amazon Web Services is exploring selling its AI chips to other companies, potentially creating a $50 billion business and challenging Nvidia's dominance in the AI chip market.

  • Amazon Web Services is considering selling its AI chips, Trainium, to other companies for data centers.
  • AWS's AI chief mentioned that selling chips could generate a $50 billion annual run rate if operated as a standalone business.
  • AWS has historically not sold its chips directly but is now exploring the possibility due to high demand and production capacity issues.

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