Amazon’s Nvidia Alternative Starts Winning Over AI Developers

A Trainium3 UltraServer at an AWS QA lab in Austin. Photo by Mark Felix / Getty Images.
By
Catherine Perloff

Amazon’s yearslong effort to build a serious alternative to Nvidia’s dominant AI chips is starting to gain traction.

Anthropic and OpenAI, which have struck multibillion-dollar investment and infrastructure deals with Amazon, have already committed to renting large amounts of current and future Trainium capacity. Now, recent software improvements are prompting smaller developers to consider moving more workloads to Trainium, half a dozen people who use or work with the chips said.