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Amazon's $8 billion Anthropic investment rumors suggest it would rather sell AI infrastructure than compete with ChatGPT and Gemini
AWS is in prime position to power the AI revolution, rather than win it.
It launched a pair of new processors to power portions of its AWS infrastructure in 2023, and made a veiled announcement of a super-powered version of its Trainium AI chips in mid-2024, with suggestions of future development plans beyond that. Although it seems unlikely that even a giant like Amazon could supplant Nvidia's entrenched position in AI training, where its hardware GPUs and CUDA software stack make it a near-monopoly, there is decidedly more competition to be had in the inference space. Although training takes huge superclusters of graphics cards and an enormously expensive investment in time and power, inference is far simpler, whilst still requiring lean, efficient hardware.
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