AI demand is so high, AWS customers are trying to buy out its entire capacity
AI-summarised brief · reviewed before publication
Amazon Web Services' (AWS) chip business is booming, with its Trainium chips offering better price-performance than Nvidia. Customers are eager for AI compute capacity, with some seeking to buy out all available capacity. This underscores enterprises' all-in commitment to AI and Amazon's ambitions to dominate the transformative technology, which CEO Andy Jassy describes as comparable to electricity. Demand is high, with AWS reportedly retaining a strong partnership with Nvidia.