According to Peter DeSantis, AWS’s senior vice president of utility computing, NVIDIA is not a direct competitor for AWS’s upcoming Trainium chip, which is designed for training machine learning models. DeSantis stated that while NVIDIA is a partner and a supplier of GPUs, AWS’s approach with Trainium is different. Trainium is optimized for the specific workloads and models that AWS customers run, allowing for better performance and cost efficiency. DeSantis emphasized that AWS is focused on providing the best possible experience for customers, and Trainium is a key part of that strategy. He also mentioned that AWS has a long history of building custom chips for specific workloads, and Trainium is the latest example of that approach. Overall, DeSantis believes that Trainium will offer a compelling value proposition for AWS customers, particularly in terms of performance and cost-effectiveness.
Source: https://www.businessinsider.com/aws-exec-explains-why-nvidia-is-not-competitor-trainium-chip-2024-12