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.
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The chips and systems powering modern AI — GPUs, accelerators, data-center infrastructure, and the hardware roadmaps from Nvidia, AMD, and custom silicon makers driving training and inference.
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.
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, known for AI image generation, announced a full-body ultrasound scanner and plans to open a spa in San Francisco by late 2027.
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 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 plans to raise $25 billion through its first bond sale in five years, with demand exceeding $85 billion.
Nvidia plans to raise at least $20 billion through its first bond sale since 2021, according to Bloomberg.
Amazon reports its data centers withdrew 2.5 billion gallons of water globally in 2025, a figure dwarfed by national water use statistics.
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 has opened the world's first wind-powered underwater data center, located off Shanghai's coast, with an initial capacity of 24 megawatts.
OpenAI is negotiating to lease a 10-gigawatt data center in Ohio, potentially backed by Nvidia's financial guarantee.
SpaceX aims to deploy AI data centers in orbit by 2027, with Musk claiming the technology is already feasible using Starlink systems.