BREAKING
AWS Weighs Selling Trainium Chips
From Cloud-Only to Direct Sales
1
Cloud-only access
↓
2
Direct sales studied
↓
3
Challenge to Nvidia
0
B
annual revenue
0
GB
HBM3e memory
0
TB/s
bandwidth
Trainium3 Performance and Savings
Perf vs prior
4.4
Lower power %
40
Cost cut %
50
Cost Edge vs Nvidia's Ecosystem
Trainium
Cheaper
●
~40% cheaper than H100
●
Up to 80% cheaper inference
●
Anthropic, OpenAI clients
Nvidia
Incumbent
●
Stronger performance
●
CUDA ecosystem barrier
●
Industry standard
Trainium4 Eyed for ~2027
AI NEWS BLITZ
AWS is exploring selling its in-house Trainium AI chips directly to outside buyers.