Jeff Bezos' Amazon Unveils Powerful AI Chip Clusters To Supercharge Anthropic's Models, Challenging Nvidia And OpenAI's Dominance
Jeff Bezos' Amazon Unveils Powerful AI Chip Clusters To Supercharge Anthropic's Models, Challenging Nvidia And OpenAI's Dominance
The new chip cluster, named On Tuesday, Jeff Bezos' Amazon.com, Inc. (NASDAQ:AMZN) unveiled advanced AI chip clusters designed to enhance the performance of its partner, Anthropic.
週二，傑夫·貝索斯旗下的亞馬遜公司（納斯達克：AMZN）推出了旨在提升合作伙伴Anthropic性能的先進ai芯片群。
This development aims to challenge the current market leaders, Nvidia Corporation (NASDAQ:NVDA) and ChatGPT-maker OpenAI.
這一發展旨在挑戰目前的市場領導者，包括英偉達公司（納斯達克：NVDA）和chatgpt概念股OpenAI製造商。
What Happened: During Amazon's biggest re:Invent conference of the year, the tech giant deployed hundreds of thousands of its Trainium2 semiconductors into clusters, significantly boosting Anthropic's processing power.
事件經過：亞馬遜一年一度的最大規模re:Invent大會期間，這家科技巨頭將數十萬Trainium2半導體部署到集群中，大幅提升了Anthropic的處理能力。
The new chip cluster, named Project Rainier, is expected to be the world's largest dedicated AI hardware set, containing over 100,000 chips.
預計新的芯片集群，名爲Rainier項目，將成爲全球最大的專用ai硬件組合，包含超過10萬顆芯片。
Amazon intends to provide an alternative to Nvidia's GPUs, which are often expensive and scarce. The company said it will provide customers with computing power supported by Nvidia's new Blackwell chip beginning early next year, reported Bloomberg.
亞馬遜計劃提供與英偉達GPU替代方案，後者往往昂貴且稀缺。該公司表示將於明年初提供由英偉達新的Blackwell芯片支持的計算能力給客戶，據彭博社報道。
Amazon Web Services announced that it began providing customers with its latest chips starting Tuesday.
亞馬遜網絡服務宣佈從週二開始向客戶提供最新的芯片。
Amazon's CEO, Andy Jassy, introduced the Nova models, which can generate text, images, and video. These models are Amazon's latest attempt to rival OpenAI's advanced GPT models.
亞馬遜首席執行官安迪·賈斯西介紹了Nova型號，可以生成文本、圖像和視頻。這些型號是亞馬遜爲與OpenAI先進GPt型號競爭而推出的最新嘗試。
Why It Matters: This latest development in AI chip clusters is part of Amazon's ongoing partnership with Anthropic. The e-commerce giant has boosted this collaboration with a $4 billion investment in the AI startup, bringing the total to $8 billion.
爲何重要：這一最新在ai芯片集群領域的進展是亞馬遜與Anthropic不斷合作的一部分。這家電子商務巨頭通過對這家人工智能初創公司的40億美元投資加強了合作，使總投資達到80億美元。
This partnership also positions AWS as Anthropic's primary cloud provider and training partner, leveraging AWS Trainium and Inferentia chips for future models.
這個夥伴關係還將AWS定位爲Anthropic的主要雲端供應商和培訓合作伙伴，利用AWS Trainium和Inferentia芯片爲未來模型提供支持。
Earlier in September, Amazon also received some positive news when the U.K.'s Competition and Markets Authority approved this partnership, allowing Amazon to proceed without regulatory hurdles.
在九月份早些時候，亞馬遜還收到了一些積極消息，英國競爭與市場管理局批准了這一合作伙伴關係，允許亞馬遜繼續前進而無需面對監管障礙。
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Last month, Amazon reported third-quarter sales of $158.9 billion, reflecting an 11% increase compared to the last year. This figure surpassed the Wall Street consensus estimate of $157.2 billion, according to data from Benzinga Pro.
上個月，亞馬遜報告了第三季度銷售額達1589億美元，較去年同期增長11%。根據來自Benzinga Pro的數據，這一數字超過了華爾街的1572億美元的共識預估。
Price Action: Amazon's stock rose by 1.30% on Tuesday, finishing at $213.44. In pre-market trading, it saw a further increase of 0.35%, reaching $214.18. So far this year, Amazon shares have surged by 43.76%, significantly outperforming the Nasdaq 100 index, which gained 28.32% over the same period.
價格走勢：亞馬遜股價週二上漲1.30%，收於213.44美元。在美股盤前交易中，股價進一步上漲0.35%，達到214.18美元。到目前爲止，今年亞馬遜股價已經大漲了43.76%，明顯表現優於納斯達克100指數，後者在同一時期上漲了28.32%。
Amazon holds a consensus price target of $238.16 from 38 analysts, with the highest target of $285 set by JMP Securities on Nov. 1. The latest ratings from BMO Capital, MoffettNathanson, and Redburn Atlantic point to an average target of $239.67, suggesting an 11.92% upside.
亞馬遜股票的目標價爲238.16美元，由38位分析師給出，其中JMP Securities在11月1日設定了285美元的最高目標。來自BMO Capital、MoffettNathanson和Redburn Atlantic最新的評級指向平均目標價239.67美元，暗示股價還有11.92%的上漲空間。
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譯文內容由第三人軟體翻譯。
