News Summary

• Amazon's AI chip is winning among the company’s enormous roster of cloud customers because it “has price-performance advantages over other GPU options that are compelling,” CEO Andy Jassy said.
• The next generation of its AI chip, Trainium4, will be built to interoperate with Nvidia's GPUs in the same system.
• Only a few U.S. companies like Google, Microsoft, Amazon, and Meta have all the engineering pieces — silicon chip design expertise, high-speed interconnect and networking technology — to even attempt true competition with Nvidia.