Tags: trainium

Meta has agreed to power its expanding artificial‑intelligence services with millions of Amazon Web Services (AWS) Graviton processors, the company announced Friday. The ARM‑based CPUs, designed for AI inference tasks, will replace the cloud provider’s previous reliance on competitors such as Google Cloud. The move underscores a broader industry shift toward specialized CPUs for real‑time reasoning, code generation and other agentic workloads, and highlights AWS’s growing portfolio of custom chips, including its Trainium GPU for training and inference. Lire la suite

Alphabet's Google will invest $10 billion in AI startup Anthropic now, with an option to add $30 billion if the firm hits performance targets. The agreement also secures five gigawatts of Google‑provided TPU capacity by 2027 and mirrors a similar multi‑billion‑dollar pact the startup struck with Amazon earlier this year. Anthropic, fresh from a $30 billion funding round, will rely on Google’s silicon and cloud infrastructure as part of the deal, underscoring the growing trend of circular investments in the artificial‑intelligence sector. Lire la suite

Amazon announced a fresh commitment of $5 billion to AI start‑up Anthropic, with the option to add another $20 billion if the firm hits predefined milestones. The deal builds on two prior $4 billion rounds and ties Anthropic to Amazon’s custom Trainium chips and a decade‑long $100 billion spend on AWS services. In return, Anthropic will make its Claude platform available directly through the AWS console, eliminating separate login steps for customers. Lire la suite

Amazon has poured an additional $5 billion into AI startup Anthropic, raising its total stake to $13 billion. In return, Anthropic pledged to spend more than $100 billion on Amazon Web Services over the next decade, gaining access to up to 5 GW of new computing capacity and a suite of Amazon’s custom AI chips. The deal mirrors a similar arrangement Amazon struck with OpenAI two months earlier and underscores the tech giant’s push to lock in next‑generation generative‑AI workloads on its cloud platform. Lire la suite

Amazon invited a journalist on a private tour of its Austin chip lab, showcasing the development of the Trainium AI processor family. Lab leaders Kristopher King and Mark Carroll explained how Trainium, originally built for training, now powers inference for services like Bedrock and supports major partners such as Anthropic, OpenAI, and Apple. The lab’s work includes custom servers, liquid‑cooled chips, and a mesh network that reduces latency. Engineers described the intense silicon bring‑up process, welding stations, and a private testing data center. CEO Andy Jassy highlighted Trainium as a multibillion‑dollar business driving AWS’s AI strategy. Lire la suite

Amazon is reportedly in preliminary discussions to invest as much as $10 billion in OpenAI, a deal that would see the AI lab using Amazon's AI chips. The potential agreement could value OpenAI at more than $500 billion. The move follows Amazon's earlier $8 billion investment in Anthropic and its recent launch of the Trainium chip series. OpenAI's shift to a for‑profit model has opened the door to new partnerships beyond its long‑time backer Microsoft. The proposed investment would add to a series of circular deals linking AI startups with hardware and cloud providers. Lire la suite

Amazon is in advanced discussions with OpenAI about a $10 billion investment that would also see the AI startup adopt Amazon's Trainium chips and increase its use of Amazon Web Services. The proposed deal could lift OpenAI's valuation past $500 billion while deepening the company's reliance on Amazon's cloud and hardware infrastructure. At the same time, OpenAI continues to expand relationships with other technology partners, including Microsoft, NVIDIA, Oracle and AMD, prompting investors to scrutinize the circular nature of its financing and compute arrangements. Lire la suite

Amazon executives highlighted the rapid growth of the company’s Trainium AI chip line, noting that Trainium2 is already generating multi‑billion‑dollar revenue with over a million chips in production and more than 100,000 customers. The chip’s price‑performance edge has attracted major partners such as Anthropic, which is using hundreds of thousands of chips for its Project Rainier. At AWS re:Invent, Amazon unveiled the next‑generation Trainium3, promising four‑times the speed and lower power usage, underscoring Amazon’s ambition to challenge Nvidia’s dominance in the AI‑hardware market. Lire la suite