亚马逊正就向外部企业出售自研AI芯片Trainium进行深度商谈，一改过去仅以云服务提供算力的模式，有望以硬件形式进入企业自建数据中心。此举标志AI算力市场竞争升级，从云端租赁转向芯片直销的新博弈阶段。
亚马逊AI主管透露，正商议向外部公司出售自研AI芯片Trainium，此前仅通过AWS云服务提供。此举显示亚马逊正调整策略，探索从单纯云服务向芯片直销延伸，以应对AI基础设施快速演变，多层面满足客户需求。
OpenAI正与亚马逊洽谈超百亿美元融资，并计划采用亚马逊自研AI芯片Trainium，以多元化算力供应。此举将助力亚马逊打破英伟达垄断，并显著提升其芯片的外部影响力。
在2025年AWS re:Invent大会上，亚马逊云科技发布了新一代AI训练芯片Trainium3。该芯片采用3纳米制程，性能较上一代提升4倍，内存容量也增加4倍，能效提高40%，显著增强了高负载AI训练和推理能力。
Alibaba
-
Input tokens/M
Output tokens/M
Context Length
Bytedance
Baidu
Tencent
$2
Anthropic
$105
$525
200
Chatglm
128
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