Amazon Strikes at Nvidia's Stronghold Through Databricks Deal, Cutting AI Costs by 40%
Amazon Strikes at Nvidia's Stronghold Through Databricks Deal, Cutting AI Costs by 40%
Databricks proposed to pass on the savings from using Amazon's chips to customers to break into Nvidia's moat.Amazon.com Inc (NASDAQ:AMZN) inked a five-year deal with data and AI startup Databricks to provide businesses with cost-effective AI-building capabilities. The financial terms of the contract remain undisclosed.
亞馬遜公司（納斯達克：AMZN）與數據和人工智能初創公司Databricks簽訂了爲企業提供具有成本效益的人工智能構建能力的爲期五年的協議。合同的財務條款仍未披露。
The partnership centers around Amazon's Trainium AI chips, which offer a less expensive alternative to Nvidia Corp's (NASDAQ:NVDA) popular GPUs for companies looking to customize or build their AI models.
這一合作圍繞着亞馬遜的Trainium AI芯片展開，爲那些希望定製或構建AI模型的公司提供了一種低成本替代方案，相對於英偉達公司（納斯達克：NVDA）流行的GPU而言。
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Databricks proposed to pass on the savings from using Amazon's chips to customers to break into Nvidia's moat.
Databricks建議將使用亞馬遜的芯片節省的成本傳達給客戶，以突破英偉達的壁壘。
Databricks customers include W.W. Grainger, Inc (NYSE:GWW) and the car-shopping site Edmunds.com. Both companies are eying the enterprise AI space intensifying rivalry with Microsoft Corp (NASDAQ:MSFT) and Snowflake Inc (NYSE:SNOW).
Databricks的客戶包括W.W. Grainger, Inc（紐約證券交易所：GWW）和汽車購物網站Edmunds.com。這兩家公司都在密切關注企業人工智能領域，與微軟公司（納斯達克：MSFT）和snowflake公司（紐約證券交易所：SNOW）加劇競爭。
Databricks, valued at $43 billion as of 2023, is already deeply involved in the AI market, having acquired AI startup MosaicML for $1.3 billion.
截至2023年，Databricks估值爲430億美元，已深度介入人工智能市場，收購人工智能初創公司MosaicML，交易金額爲13億美元。
Databricks' existing partnership with Amazon allows customers to access its data services through Amazon Web Services (AWS).
Databricks與亞馬遜的現有合作伙伴關係允許客戶通過亞馬遜雲服務（AWS）訪問其數據服務。
As part of the agreement, Databricks will also increase its use of Nvidia GPUs rented through AWS. According to Naveen Rao of Databricks, AWS has generated more than $1 billion in revenue for Databricks and remains the company's fastest-growing cloud partner.
根據協議，Databricks還將通過AWS增加對英偉達GPU的使用。據Databricks的Naveen Rao稱，AWS已爲Databricks帶來超過$10億的營業收入，並仍是該公司增長最快的雲合作伙伴。
Rao of Databricks told the WSJ that the collaboration with Amazon allows Databricks to pass cost savings to customers by leveraging Amazon's AI chips.
Databricks的Rao告訴WSJ，與亞馬遜的合作使Databricks能夠通過利用亞馬遜的人工智能芯片，將成本節省優惠傳遞給客戶。
Dave Brown of Amazon Web Services told the WSJ that Amazon's Trainium chips, specifically designed for AI tasks, can help businesses cut their AI development costs by up to 40%.
亞馬遜網絡服務的Dave Brown告訴WSJ，亞馬遜的Trainium芯片，專門設計用於人工智能任務，可以幫助企業將其人工智能開發成本削減高達40%。
Amazon stock is up over 41% in the last 12 months. Nvidia is up 195% thanks to the AI wave.
亞馬遜股價在過去12個月中上漲了41%以上。英偉達由於人工智能浪潮的推動增長了195%。
JMP Securities analyst Nicholas Jones expects Amazon AWS to outpace Microsoft Azure, citing the latter's softness in some European geographies and capacity constraints.
JMP證券分析師Nicholas Jones預計亞馬遜AWS將超過微軟Azure，稱後者在一些歐洲地區存在軟弱之處和容量限制。
Scotiabank's Nat Schindler and JP Morgan's Doug Anmuth flagged AWS AI's focus on providing flexible, cost-effective AI solutions, positioning it as a critical partner for companies leveraging AI.
加拿大豐業銀行的Nat Schindler和摩根大通的Doug Anmuth指出AWS AI專注於提供靈活、具有成本效益的人工智能解決方案，將其定位爲公司利用人工智能的重要合作伙伴。
Price Actions: AMZN stock is down 1.34% to $185.52 at the last check on Tuesday.
價格行動：亞馬遜股票在週二最後一次檢查時下跌了1.34%，至185.52美元。
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- Amazon's Profitable Essential Merchandise, Efficiency Gains Set To Drive Growth: Analyst
- 亞馬遜盈利的基本商品，效率提升有望推動增長：分析師
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譯文內容由第三人軟體翻譯。
