Amazon CEO says its chip business is experiencing huge demand
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Glonghui April 9th|Amazon CEO Andy Jassy stated in his letter to shareholders that Amazon's chip business is flourishing. Jassy mentioned that so far, nearly all AI has been run on Nvidia chips, and customers will continue to choose Nvidia, but now they want better cost performance. He said Amazon's Trainium2 AI chip offers 30% higher cost performance than similar GPUs and is basically sold out. Trainium3's cost performance is 30% to 40% higher than Trainium2's, and it is also nearly fully booked. Jassy added that, meanwhile, although Trainium4 is still about 18 months away from being widely available on the market, a large portion has also already been reserved.
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