Steven Sinofsky warns that custom internal hardware struggles in external markets.
Will be very interesting to see how this (and others) play out.
There's a long history of home grown tech trying to sell outside the company and not working. Either it is too purpose built or the company cannot build a channel around it due to conflicts or lack of investment.
JUST IN: Amazon is reportedly in talks to sell its own AI chips to other companies, offering an alternative to Nvidia.
Users mocked Amazon's plans to sell custom AI chips to external data centers by sarcastically equating them to cheap generic Amazon Basics products.
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Ok, this will be very interesting The Amazon Basics GPU is available for everyone now
Amazon $AMZN is in talks to sell its custom-made AI chips for use in other companies’ data centers - Bloomberg
@zephyr_z9 My market analysis is as follows:
👇Strategy as follows
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@zephyr_z9 My market analysis is as follows:
👇Strategy as follows
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@zephyr_z9 lol amazon basics
@zephyr_z9 I’m boutta build a custom Amazon Basics PC😂
@zephyr_z9 Relevant
@zephyr_z9 Oh woa
@zephyr_z9 same playbook as google TPU
Semis are a scale game. More volume, lower unit cost.
@zephyr_z9 lambda already undercuts it on price.
@stevesi doesnt matter if others dont buy it, AWS is a big enough customer to sustain this
@zephyr_z9 It's not sold on amazon, it's not a GPU, it's not Amazon Basics and it's not sold for everyone
@zephyr_z9
@stevesi Wouldn't these (gravitons?) be competing with Google's tensor chips too? Market getting awful crowded... Nvidia's tool stack advantage should not be underestimated imo either
@zephyr_z9 AI capex just got moved to the paper towel aisle
@zephyr_z9