Amazon、AIチップ販売でNvidiaに直接挑戦する方針

If Amazon Web Services has its way, the cloud giant is going to push even deeper into Nvidia’s market, in what might be one of the biggest challenges to Nvidia’s AI chip dominance we’ve seen so far.

Amazon’s AI chief Peter DeSantis told Bloomberg that AWS is in talks to sell its AI chip Trainium to other companies for use in data centers. DeSantis declined to specify which companies could be the buyers of such chips.

Such talks about selling chips are in the early stages, the company tells TechCrunch, and stem from Amazon CEO Andy Jassy’s annual shareholder letter in early April, in which he said the company’s homegrown AI chips were so coveted that he was thinking about selling them.

“If our chips business was a standalone business, and sold chips produced this year to AWS and other third parties (as other leading chips companies do), our annual run rate would be ~$50 billion. There’s so much demand for our chips that it’s quite possible we’ll sell racks of them to third parties in the future.”

How much of a challenge to Nvidia could Amazon be? A $50 billion competitor wouldn’t exactly tank Nvidia — which is currently on a $326 billion revenue run rate — if it keeps delivering quarters like the last one. But it’s akin to Intel’s annual revenues.

AWS has so far resisted selling its AI chips for a lot of reasons. The biggest is that the money AWS actually makes on its chips is a waterfall effect. Sure, it charges customers directly for the AI tokens those chips process on its cloud, but it also gets to charge for a host of other services companies need for their AI apps, including storage, security, networking, and monitoring services.

Equally importantly, Amazon has touted the capacity of its chips has been selling out faster than it can produce them. In that same shareholder letter in April, Jassy said the current Trainium chip capacity had sold out almost instantly. So too, he said, had the capacity for the next one, Trainium4, which won’t even be available for more than a year. This was before AWS formally added OpenAI to the models it was serving up.

So selling its chips to others means it would likely have to leave current customers on waiting lists, unless it could somehow manufacture a surplus of chips through its manufacturing partners such as TSMC. But it would have to miraculously elbow Nvidia out of the way to do that with TSMC, which has recently supplanted Apple to become the foundry’s largest customer.

AWS spokesperson Doron Aronson (who hosted me during a recent private tour of the AWS chip design facility) also confirmed that AWS may sell these chips. “While we’ve historically declined requests to sell chips directly, Andy noted it’s quite possible we’ll sell racks of them to third parties in the future.”

So while Nvidia’s founder and CEO Jensen Huang recently declared that he’s found a brand new $200 billion market for Nvidia in selling CPUs for AI, not just GPUs — thereby moving into Intel and AMD territory — Jassy clearly has his own chip ambitions: a $50 billion market that would put elbow more directly into Nvidia’s world.

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