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.