AWS' custom chip strategy is showing results, and cutting into Nvidia's AI dominance
1. AWS to upgrade Graviton4 chip with 600 Gbps network bandwidth, highest in public cloud. 2. AWS aims to compete with Nvidia in AI infrastructure using custom chips like Trainium. 3. Project Rainier, powered by Trainium2, trains Anthropic's AI model, reducing Nvidia reliance. 4. Trainium3 will double Trainium2 performance while saving 50% energy, enhancing competitive edge. 5. AWS's ambitions may reduce Nvidia's market share in AI chip sales.