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Amazon is Selling NVIDIA’s Chips While Offering Alternatives to It

  • Amazon is selling NVIDIA’s newest AI chips for AWS while developing its own Trainium and Graviton chips to challenge NVIDIA.
  • Amazon showcased its dual-chip strategy, with Trainium2 powering Project Rainier, positioning itself as an alternative to NVIDIA's GPUs for cost efficiency.
  • AWS is investing in its silicon supply chain with Alchip as the exclusive foundry partner for future Trainium chips, potentially up to Trainium4.
  • Amazon is concurrently offering NVIDIA's Grace Blackwell Superchips for customers with high-performance needs, maintaining a hybrid approach to chip technologies.

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