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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

QCOM 175.25

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Dec 19 9:30 AM EST

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From: Bill Wolf	12/2/2025 12:28:17 PM
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Amazon.com Inc.’s cloud unit raced to get the latest version of its artificial intelligence chip to market, renewing efforts to sell hardware capable of rivaling products from Nvidia Corp. and Google. The accelerator, called Trainium3, was recently installed in a few data centers and will be available for customers beginning on Tuesday, Dave Brown, a vice president with Amazon Web Services, said in an interview. “As we get into early next year we’ll start to scale out very, very quickly,” he said. . . . Amazon hopes to entice companies looking for a bargain. Trainium chips are capable of powering the intensive calculations behind AI models more cheaply and efficiently than Nvidia’s market-leading graphics processing units, according to the company. “We’ve been very pleased with our ability to get the right price performance with Trainium,” Brown said. . . . There’s a catch: Amazon’s chips lack the deep software libraries that help customers get Nvidia’s graphics processing units up and running fast. Bedrock Robotics, a company that that uses artificial intelligence models to enable construction equipment to operate autonomously, runs its infrastructure on AWS servers. But when it comes to building models to help guide an excavator, Bedrock uses Nvidia chips, according to Chief Technology Officer Kevin Peterson. “We need it to be performant and easy to use,” Peterson said. “That’s Nvidia.” bloomberg.com

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