Amazon is currently in talks to sell its self-developed artificial intelligence chips to external parties.
Amazon is currently in talks to sell its self-developed artificial intelligence chips to other companies' data centers, a move that signifies its efforts to further expand and challenge Nvidia's dominant position. Peter DeSantis, head of Amazon's artificial intelligence business, said, "We believe the artificial intelligence infrastructure is evolving rapidly. We have been looking for ways to serve more customers." Amazon launched its artificial intelligence accelerator chip Trainium in 2020. The chip has already attracted some heavyweight customers, including OpenAI, Anthropic, and Uber, who use the hardware through Amazon Web Services. Amazon announced in April this year that Trainium has received over $22.5 billion in revenue commitments. In the same month, CEO Andy Jassy said Amazon is "absolutely able" to sell whole chip devices to third parties. This is also part of the company's strategy to redefine itself around artificial intelligence. DeSantis stated that the third-generation Trainium chips, which started shipping earlier this year, are "almost sold out." Amazon expects strong demand for the fourth-generation Trainium chips set to be launched next year.
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