Trainium
Coverage of Trainium in the Nexus archive.
- SpaceX and Amazon are tech dopplegangers worth $4.5 trillion—and they’re headed for a collision
SpaceX and Amazon share similar business structures despite different primary industries, including satellite internet, cloud computing, and chip manufacturing. Both companies face valuation disparities, with SpaceX valued at $2 trillion despite $4.9 billion in losses, compared to Amazon's $2.6 trillion valuation and $77.7 billion in revenue. Analysts question SpaceX's valuation given its significantly lower revenue and losses.
- Amazon weighs direct sales of AI chips in challenge to Nvidia’s dominance
Amazon is considering direct sales of its custom AI processors, Trainium, to external companies, moving beyond cloud-based access to compete with Nvidia in the AI hardware market. This shift aims to offer cost-effective alternatives to Nvidia's GPUs and expand Amazon's revenue beyond cloud computing.
- Amazon chips no longer just a side dish, they're a $20B biz
Amazon's semiconductor business has surpassed a $20 billion annual run rate, making it one of the top three datacenter chip businesses globally. CEO Andy Jassy noted the business could reach $50 billion if self-customer purchases were included.