亚马逊的人工智能芯片业务扩大,针对成本意识的客户并挑战英伟达. Amazon's AI chip business expands, targeting cost-conscious customers and challenging Nvidia.

亚马逊正在扩大其人工智能芯片业务, 利用对内部Trainium芯片的高需求来潜在挑战Nvidia. Amazon is expanding its AI chip business, leveraging high demand for its in-house Trainium chips to potentially challenge Nvidia. 公司目前每年从这些芯片中获得超过200亿美元的收入, 而首席执行官安迪·贾西表示如果超出亚马逊网络服务范围销售, 可能达到500亿美元. The company currently generates over $20 billion annually from these chips, and CEO Andy Jassy has suggested it could reach $50 billion if sold beyond Amazon Web Services. 虽然AWS将继续支持Nvidia,但此举针对的是成本意识的客户,并对芯片市场领导者造成竞争压力. While AWS will continue supporting Nvidia, this move targets cost-conscious customers and creates competitive pressure on the chip market leader.