AWS plans to sell its Trainium AI chips directly to third-party data centers, marking a shift from its cloud-only model and positioning itself as a major competitor to Nvidia.

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Amazon Web Services is exploring selling its Trainium AI chips directly to other companies' data centers, a major shift from its cloud-only strategy. With an estimated $50 billion revenue run rate, AWS could become a significant rival to Nvidia, which currently runs at $326 billion annually.

Amazon hopes to challenge Nvidia more directly by selling its AI chips

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