Amazon's Moonshot Plan to Rival Nvidia in AI Chips
In the past two years, Nvidia has transformed from a niche chipmaker to the main supplier of the hardware that enables generative AI, a distinction that has made the company the world's largest by market value.
Nvidia's biggest customers — cloud providers like Amazon Web Services, Microsoft's Azure and Alphabet's Google Cloud Platform — are eager to reduce their reliance on, if not replace, Nvidia chips.
All three are cooking up their own silicon, but Amazon, the largest seller of rented computing power, has deployed the most chips to date. In many ways, Amazon is ideally situated to become a power player in AI chips.
Read our first look inside the tech giant's massive chip-making effort.
Have questions about the latest in AI? We've got answers. Subscribe to our weekly AI-focused newsletter from Bloomberg Technology's Shirin Ghaffary. Read the latest edition.
AI Stories Not to Miss
Want to read more? Find daily AI news coverage here.
Apple Is Building a More Conversational Siri to Catch Up in AI
Apple is revamping its 13-year-old Siri service, aiming to catch up with OpenAI's ChatGPT and other AI-powered voice assistant services. Read more here.
Never miss a beat. For unlimited access to Bloomberg.com and exclusive newsletters, subscribe here.
OK Boštjan Dolinšek
This is a fascinating development in the AI hardware space. Amazon’s strategic move to rival Nvidia highlights how critical custom silicon has become in the AI-driven future. Reducing reliance on third-party chips could mean greater innovation, cost efficiency, and competitive advantage for cloud providers. It will be interesting to see how Amazon’s silicon strategy reshapes the market and accelerates the AI revolution.
Assistant Chief Accountant at Nigerian Building and Road Research Institute
4moVery informative