AWS launches new chips to compete head-on with NVIDIA: The computing power battle behind millions of units shipped

[Crypto World] AWS is making big moves—their CEO Andy Jassy recently talked about competing with Nvidia for the AI chip business, saying that this market could bring in billions of dollars in revenue. In line with this ambition, AWS just launched the next-generation Trainium3 chip, which boasts four times the performance of its predecessor while reducing energy consumption.

The current Trainium2 chips on the market are already performing impressively. Production has surpassed one million units, with over 100,000 companies using them, mostly through Amazon’s own Bedrock AI platform—after all, the cost-effectiveness is hard to beat. AWS executive Matt Garman specifically mentioned Anthropic as a major client, highlighting their “Rainier Project,” which used over 500,000 Trainium2 chips to train the Claude model. That’s a massive scale.

To be honest, there are only a few players who can go head-to-head with Nvidia, and you need a complete tech stack to do it. But Amazon’s strategy is clear: first, build up their own chips, and in the future, ensure they can interoperate with Nvidia’s GPUs. If they pull this off, the computing power landscape in the cloud market might be in for a real shake-up.