AWS announced its next-generation AI chip Trainium3 which is four times faster and more power efficient than its predecessor According to CEO Andy Jassy the Trainium2 business has substantial traction with a multi billion dollar revenue run rate over 1 million chips in production and 100000 companies using it AWS CEO Matt Garman highlighted that AI firm Anthropic a major AWS partner uses over 500000 Trainium2 chips for its Claude AI model Amazon leverages its classic strategy of offering competitive price performance to challenge Nvidias dominance while acknowledging the challenges of competing with Nvidias CUDA ecosystem
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