Amazon and Nvidia just got a lot closer. The two companies announced Wednesday an expanded partnership that includes a deal to add another 2 million Nvidia GPU chips to Amazon’s data centers. These GPUs, which are designed to handle the heavy compute demands of training and running AI models, include Nvidia Blackwell Ultra, Rubin, and…
Micron, the Boise, Idaho-based memory chip maker, has captured Wall Street’s heart. Whether the love affair endures will heavily depend on how long the AI-driven supply crunch for memory chips lasts. Micron promises that it has shored up its position for the long term, which would allow it to withstand a sudden drop in demand…
If Amazon Net Providers has its manner, the cloud big goes to push even deeper into Nvidia’s market, in what could be one of many greatest challenges to Nvidia’s AI chip dominance we’ve seen thus far. Amazon’s AI chief Peter DeSantis told Bloomberg that AWS is in talks to promote its AI chip Trainium to…
