Amazon Aims to Challenge Nvidia by Selling AI Chips
Amazon is exploring selling its Trainium AI chips to third parties, potentially creating a $50 billion business, according to CEO Andy Jassy's shareholder letter.
ARTICLES BY SAM BERGSTROM
LATEST NEWS
-
-
AMD Analyzes RoCE Network Traffic in LLM Training
AMD's analysis reveals that Grok 4.0's 200,000-GPU cluster generates network loads orders of magnitude higher than smaller-scale efforts.
-
Midjourney Unveils Full-Body Ultrasound Scanner
Midjourney, known for AI image generation, announced a full-body ultrasound scanner and plans to open a spa in San Francisco by late 2027.
-
NVIDIA and Coherent Expand U.S. AI Optical Manufacturing
Coherent broke ground on a new 6-inch indium phosphide fab in Sherman, Texas, with NVIDIA's $500 billion AI infrastructure plan supporting the project.
-
IO-AI Tech Demonstrates Humanoid Robot Training in Shenzhen
IO-AI Tech allows workers to control humanoid robots via VR and motion-tracking gear, enabling tasks like shelf-stocking and item-picking in factories and stores.
-
Nvidia seeks to raise over $25 billion in bond sale
Nvidia plans to raise $25 billion through its first bond sale in five years, with demand exceeding $85 billion.
-
Nvidia Raises $20 Billion Through Bond Sale
Nvidia plans to raise at least $20 billion through its first bond sale since 2021, according to Bloomberg.
-
Amazon data centers use 2.5 billion gallons of water globally in 2025
Amazon reports its data centers withdrew 2.5 billion gallons of water globally in 2025, a figure dwarfed by national water use statistics.
-
SpaceX's IPO Hinges on Reusable Rockets, Chip Foundry, and Satellite Production
SpaceX is going public with a $75 billion IPO, but analysts value it at $825 billion to $1.2 trillion, citing risks in its ambitious AI and space data center plans.
-
China Launches Wind-Powered Underwater Data Center
China has opened the world's first wind-powered underwater data center, located off Shanghai's coast, with an initial capacity of 24 megawatts.
-
OpenAI Seeks Largest Data Center With Nvidia Financial Backing
OpenAI is negotiating to lease a 10-gigawatt data center in Ohio, potentially backed by Nvidia's financial guarantee.
-
SpaceX Plans Orbital Data Centers, Musk Calls It No Big Deal
SpaceX aims to deploy AI data centers in orbit by 2027, with Musk claiming the technology is already feasible using Starlink systems.