アマゾンが自社開発AIチップ「Trainium」を外部企業に直接販売する交渉を進めている。従来のクラウド経由の計算力提供から、ハードウェアとして企業の自社データセンターに導入する形態へ転換。AI計算力市場での競争が、クラウドレンタルからチップ直販の新段階に突入したことを示す。....
アマゾンのAI責任者が、自社開発AIチップ「Trainium」を外部企業へ直接販売する協議を進めていると表明。従来はAWS経由のみの提供で、クラウドサービスからチップ直販への拡大は、AIインフラの急速な進化に対応し、顧客ニーズに多面的に応える戦略転換を示す。....
OpenAIが1100億ドルの資金調達を達成し、NVIDIAやAmazonと連携して「計算力帝国」を構築し、AGI開発を加速させる。....
OpenAIはAmazonと100億ドル超の資金調達を協議中で、Amazonの自社開発AIチップ「Trainium」の採用を計画。これにより、算力供給の多様化を図り、NVIDIAの独占を打破し、Amazonチップの外部影響力を高める。....
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