Amazon To Sell AI Training Hardware
Meta has signed a multi-billion dollar agreement to run its agentic AI workloads on Amazon's Graviton CPU chips. This move signals a strategic shift away from traditional GPU-centric infrastructure to meet rising demand for large-scale AI processing. The deal aims to optimize computational efficiency for the company's evolving AI requirements. Amazon plans to sell physical AI training chip server racks to external customers within two years.
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Sources · 7 independent
Mastodon
“Meta and Amazon reach a multi-billion, multiyear deal for Meta to rent hundreds of thousands of Amazon's Graviton chips for its AI efforts”
BCC News Taiwan
“亞馬遜兩年之內 要對外販售AI訓練晶片實體機櫃 整個機櫃都會賣給客戶的 這意味著就是先前黃仁勳 最強客戶的Google跟亞馬遜 這兩大客戶雲端業者 現在正式轉型了 從揮打的客戶 轉變成揮打的競爭對手”
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