Amazon Debuts New AI Chip, Bolsters $NVDA Nvidia Partnership at Reinvent

$Amazon(AMZN.US)$ $NVIDIA(NVDA.US)$ Key Details:

✅ AWS launches new Trainium2 AI chip and Graviton4 general-purpose processor.

✅ Amazon to offer access to Nvidia’s cutting-edge H200 AI GPUs.

✅ Graviton4 promises 30% better performance over Graviton3, with energy-efficient design.

✅ Over 50,000 AWS customers already utilize Graviton chips.

✅ AWS to house 16,000+ Nvidia GH200 Grace Hopper Superchips exclusively for Nvidia R&D.

✅ The Trainium2 chip expected to deliver quadruple the performance of its predecessor.

✅ No release dates yet for Nvidia H200 chip instances; Graviton4 testing begins with commercial availability in the coming months.

Context/Background:

For those new to this, Amazon’s AWS is pushing the envelope in cloud computing with new AI chips, while maintaining a strategic alliance with leading GPU manufacturer Nvidia, setting the stage for advanced AI capabilities.

Why This Matters:

👉 Amazon's new AI chip underscores the growing competition and innovation within cloud computing and AI technology.

👉 The collaboration with Nvidia indicates a strengthening of AWS's high-performance computing offerings.

👉 The improved efficiency and performance of AWS's chips could attract cost-conscious customers in a high-inflation environment.

Market Insights:

📊 AWS's dual strategy with its own AI chips and partnership with Nvidia positions it strongly against cloud rivals like Microsoft Azure. $Advanced Micro Devices(AMD.US)$ $Microsoft(MSFT.US)$ $Apple(AAPL.US)$ $Broadcom(AVGO.US)$