Amazon.com Plays It Safe, Updates Homegrown Chips, Even as It Grows Nvidia Partnership
Amazon.com Inc.'s cloud-computing unit announced updated versions of its in-house computer chips while also forging closer ties with Nvidia Corp. — dual efforts designed to ensure it can get enough supplies of crucial data-center processors.
New homegrown Graviton4 chips will have as much as 30% better performance than their predecessors, Amazon Web Services said at its annual re:Invent conference in Las Vegas. Computers using the processors will start coming online in the coming months.
The company also unveiled Trainium2, an updated version of a processor designed for artificial intelligence systems. It will begin powering new services starting next year, Amazon said. That chip provides an alternative to so-called AI accelerators sold by Nvidia — processors that have been vital to the build-out of artificial intelligence services.
But Amazon also touted “an expansion of its partnership” with Nvidia, whose chief executive officer, Jensen Huang, joined AWS counterpart Adam Selipsky on stage. AWS will be the first big user of an updated version of that company's Grace Hopper Superchip, and it will be one of the data-center companies hosting Nvidia's DGX Cloud service.
The new in-house chips are part of AWS's push to maintain its lead over Microsoft Corp.'s Azure and Alphabet Inc.'s Google Cloud Platform. Earlier this month, Microsoft announced its own processors and AI accelerators. Like Amazon, it has pointed to the efficiency that they bring compared with buying off-the-shelf parts from traditional sellers such as Intel Corp.
AWS said that it's built more than 2 million Graviton processors since beginning the project some five years ago. All of the top 100 of its users of EC2 — AWS's family of processing power for rent
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