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Amazon Tests AI Chips in Texas Lab, Aims to Cut Nvidia Costs

Amazon Tests AI Chips in Texas Lab, Aims to Cut Nvidia Costs

亞馬遜在德克薩斯州實驗室測試人工智能芯片,旨在削減英偉達的成本。
Benzinga ·  07/26 20:20

Amazon.com Inc (NASDAQ:AMZN) is making significant strides in artificial intelligence with its homegrown AI chips.

亞馬遜(NASDAQ:AMZN)正在人工智能領域取得重大進展,採用本公司自主研發的 AI 芯片。

In its Austin, Texas, chip lab, Amazon engineers are rigorously testing a new server design that features these AI chips, aiming to reduce reliance on Nvidia Corp's (NASDAQ:NVDA) costly chips, Reuters reports.

據路透社報道,亞馬遜的工程師在其位於德克薩斯州奧斯汀的芯片實驗室中,正在嚴格測試一種新的服務器設計,該設計採用了這些 AI 芯片,旨在減少對英偉達公司(NASDAQ:NVDA)昂貴芯片的依賴。

Amazon's efforts align with similar initiatives by rivals Microsoft Corp (NASDAQ:MSFT) and Google parent Alphabet Inc (NASDAQ:GOOG) (NASDAQ:GOOGL).

亞馬遜的努力與競爭對手微軟公司(NASDAQ:MSFT)和谷歌母公司 Alphabet Inc(NASDAQ:GOOG)(NASDAQ:GOOGL)的類似計劃相一致。

Also Read: Nvidia Dominates GPU Market as Generative AI Adoption Grows, Analyst Says

據一位分析師稱,英偉達在生成式人工智能應用增長的推動下主導了GPU市場。

Rami Sinno, director of engineering for Amazon's Annapurna Labs, highlighted the growing customer demand for more affordable alternatives to Nvidia. Annapurna Labs, acquired by Amazon in 2015, is integral to this development.

亞馬遜的 Annapurna Labs 工程總監 Rami Sinno 強調了客戶對更經濟實惠的英偉達替代品的日益增長的需求。2015年被亞馬遜收購的 Annapurna Labs 對此次開發至關重要。

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Amazon has been developing its Graviton chips, which perform non-AI computing tasks, for nearly a decade. The latest AI chips, Trainium and Inferentia, offer significant cost savings.

亞馬遜已在開發執行非 AI 計算任務的 Graviton 芯片近十年。最新的 AI 芯片——Trainium 和 Inferentia 可以實現顯著的成本節省。

"The offering of up to 40%, 50% in some cases of improved price and performance means it should be half as expensive as running that same model with Nvidia," said David Brown, Vice President of Compute and Networking at AWS, according to Reuters.

AWS 的計算與網絡副總裁 David Brown 表示:“提供高達 40%,在某些情況下高達 50% 的價格和性能改善,意味着使用英偉達運行相同模型的成本將降低一半。”(據路透社)

Sales at AWS, which accounts for almost 20% of Amazon's total revenue, grew by 17% to $25 billion in the January-March quarter compared to the previous year. AWS holds approximately one-third of the cloud computing market, with Microsoft's Azure at about 25%.

AWS 的銷售額在今年 1-3 月季度同比增長了 17%,至 250億美元,佔亞馬遜總收入的近20%。AWS 佔有雲計算市場約三分之一,而微軟 Azure 佔有約25%的份額。

Analysts view Nvidia as the primary beneficiary in the AI sector. Mizuho Securities reports that Nvidia controls 70% to 95% of the market share for artificial intelligence accelerators.

分析師認爲英偉達是人工智能領域的主要受益者。美銀證券報告稱,英偉達控制了70%至95%的人工智能加速器市場份額。

The Big Tech trio—Google, Microsoft, and Amazon—along with Oracle Corp (NYSE:ORCL)—contribute more than 40% of Nvidia's revenue.

谷歌、微軟和亞馬遜這三家大型科技公司以及甲骨文公司(NYSE:ORCL)貢獻了英偉達超過40%的收入。

Amazon stock gained over 40% in the last 12 months, reaching a market cap of $1.87 trillion. Nvidia stock surged over 147% in the last 12 months and currently has a market cap of $2.76 trillion. Investors can gain exposure to the stocks through SPDR S&P 500 (NYSE:SPY) and iShares Core S&P 500 ETF (NYSE:IVV).

亞馬遜股價在過去12個月中上漲了40%,市值達1.87萬億美元。英偉達股價在過去12個月中上漲了147%,目前的市值爲2.76萬億美元。投資者可以通過標普500 SPDR基金(NYSE:SPY)和 iShares 核心標普500 ETF(NYSE:IVV)獲得對這些股票的投資。

Price Action: AMZN shares traded higher by 1.47% at $182.50 premarket at the last check on Friday.

據最新消息,上週五亞馬遜股票預盤上漲1.47%,達到182.50美元。

Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

免責聲明:本內容部分使用人工智能工具生成,並經Benzinga編輯審核發佈。

Photo by Sundry Photography via Shutterstock

通過Shutterstock上的Sundry Photography拍攝

譯文內容由第三人軟體翻譯。


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