"It's not about unseating Nvidia," Hutt said, adding, "It's really about giving customers choices." AWS aims to provide lower-cost AI chip options in a vast market.
Hutt insists this isn't a competition but a joint effort to grow the overall size of the market. The customer profiles and AI workloads they target are also different.
AWS has spent tens of billions of dollars on generative AI, unveiling its most advanced AI chip, Trainium 2, estimated to cost 40% less than Nvidia's offerings.
Discussing partnerships, Hutt highlighted AWS's collaboration with Intel and Anthropic, which recently became Project Rainer's first customer following Amazon's $4 billion investment.
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