Amazon is Selling NVIDIA’s Chips While Offering Alternatives to It

By training Claude Opus 4 entirely on its own chips, Amazon may be hinting that the AI race isn’t exclusive to NVIDIA’s hardware.
Image by Nalini Nirad
While Amazon is selling NVIDIA’s newest AI chips for its Amazon Web Services (AWS) AI infrastructure, it’s not letting go of its own silicon dreams either. In a span of a few weeks, Amazon showcased its dual-pronged chip strategy, using NVIDIA’s Blackwell architecture while simultaneously supporting its in-house Trainium and Graviton chips to challenge NVIDIA’s dominance in AI. Amazon is acting as both the supplier and the substitute, fulfilling AI demand for customers while quietly chipping away at NVIDIA’s share of the future. By training Claude Opus 4 entirely on its own chips, Amazon may be hinting that the AI race isn’t exclusive to NVIDIA’s hardware. A Growing Appetite for In-House Chips Amazon’s chip ambitions aren’t new, but they are becoming far more
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Picture of Ankush Das
Ankush Das
I am a tech aficionado and a computer science graduate with a keen interest in AI, Coding, Open Source, Global SaaS, and Cloud. Have a tip? Reach out to ankush.das@aimmediahouse.com
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