TRAINIUM
Five IndiaAI empanelled companies ineligible for new compute bid
CDAC requires bidders to own, lease or operate a Tier-III, Rated-3 or higher data centre in India. Bidders must also hold the required ISO certifications and operate a network operations and security operations centre in India.
Amazon cloud business accelerates but shares drop on profit miss
Amazon experienced a notable decline of over seven percent in its shares following the release of its quarterly earnings, which failed to meet analyst forecasts. The tech giant reported a total revenue of $201.9 billion, revealing struggles across multiple sectors. Nonetheless, the growth of its AWS cloud division stood out as a silver lining.
Nvidia’s rivals have built their own AI chips and now want to make the software switch easier
Nvidia faces competition as Amazon and Google introduce tools that allow minimal changes for chip switching. Amazon's TorchNeuron and Google's TorchTPU aim to simplify the transition for developers using PyTorch. These tools enable existing code to run efficiently on different hardware.
Amazon says its AI chips will work with popular coding language, challenging Nvidia
Amazon has unveiled TorchNeuron, a revolutionary tool that enables PyTorch code to be executed seamlessly on its Trainium AI chips. This innovation claims to minimize the need for extensive code alterations, making integration easier for developers. Over 30 early adopters have attested to remarkable cost efficiencies, prompting industry giants like Nvidia and Google to amp up their own offerings.
Amazon in talks to buy AI startup Decart for around $7 billion: Report
Amazon is reportedly in talks to acquire artificial-intelligence startup Decart for about $7 billion. The acquisition would give Amazon significant access to technology for managing different AI chips effectively. Decart, founded in 2023, was valued at nearly $4 billion in May and has attracted considerable venture capital. This potential deal aligns with Amazon's strategy to enhance its AI infrastructure competing against Nvidia.
Nvidia in talks to invest in Anthropic's mega IPO
Anthropic is seeking to raise as much as $100 billion that could value the artificial intelligence startup at around $2 trillion, the people said. Nvidia is considering investing up to $10 billion in the IPO, one of the sources added. The plans remain under discussion and could change, they cautioned, requesting anonymity because the discussions are confidential.

Amazon in talks to sell custom AI chips in bid to cut Nvidia’s dominance
Amazon is planning to sell its custom artificial intelligence chips to other companies. This move aims to compete with Nvidia's strong hold in the market. Amazon's AI chief confirmed discussions are underway. The company sees a growing demand for AI infrastructure globally. This expansion could significantly impact the AI chip industry.

Pinterest deepens Amazon partnership with $4 billion cloud deal
Pinterest is investing heavily in its future with Amazon Web Services. The social media company will spend four billion dollars on cloud services until 2031. This deal will help Pinterest boost its artificial intelligence capabilities. They will use Amazon's custom chips to improve features like visual search. This partnership aims to enhance performance and efficiency for Pinterest's growing AI initiatives.

US stocks: Pinterest deepens Amazon partnership with $4 billion cloud deal
Amazon.com's cloud computing unit will provide Pinterest its custom chip processors, including Graviton and Trainium, to help scale its AI initiatives.

Amazon to invest up to $25 billion in Anthropic as part of $100 billion cloud deal
Amazon is injecting up to $25 billion into AI startup Anthropic, solidifying a partnership where Anthropic commits over $100 billion to Amazon's cloud services. This significant investment, building on previous funding, aims to bolster Anthropic's AI models and secure crucial cloud infrastructure for the burgeoning AI sector.

Cerebras Systems, Amazon strike deal to offer AI chips on AWS cloud
Amazon Web Services and Cerebras Systems have joined forces. They will combine their computing chips in a new service. This service aims to speed up AI applications like chatbots and coding tools. Cerebras chips will be integrated into Amazon data centres. They will work alongside Amazon's Trainium3 AI chips. This collaboration is set to enhance AI inference capabilities.

Amazon commits $50 billion to OpenAI; announces multi-year partnership with AWS
Amazon’s $50 billion commitment is the largest in this round, surpassing the $30 billion each pledged by Nvidia and SoftBank. This round of funding gives OpenAI a pre-money valuation at $730 billion.

Texas at heart of Amazon's AI push in United States
Tech titan Amazon is working to step out of Nvidia's shadow with custom "Trainium" chips designed specially for machine learning as billions of dollars are poured into artificial intelligence (AI). After years of relying on suppliers for chips, the e-commerce powerhouse's Amazon Web Services (AWS) cloud computing unit began designing its own, acquiring Israeli startup Annapurna Labs in 2015.

OpenAI in talks to raise at least $10 billion from Amazon and use its AI chips
OpenAI is reportedly in early talks with Amazon to raise $10 billion and may adopt its Trainium AI chips. The deal could value OpenAI above $500 billion and boost Amazon’s bid to compete with Nvidia in AI hardware. Negotiations are preliminary, but the move highlights growing investment and competition in the AI sector.

ETtech Explainer: Amazon's latest Tranium chip and what it means for the race
Amazon Web Services has launched Trainium3, its new AI chip, offering faster performance, more memory, and lower energy use. The next-generation Trainium4 will add Nvidia’s NVLink Fusion for even bigger, faster AI servers. These chips give AWS more control, cut costs, and strengthen its position in the cloud AI market.

Amazon stock jumps as AWS unveils new AI chip: Amazon claims Trainium 3 is 50% cheaper and 4.4× faster for AI training
Amazon stock jumps after AWS unveils its in-house AI chip, Trainium3. The company claims it is 4.4x faster than its previous generation. Energy efficiency improves fourfold, while memory bandwidth gets a major boost. Each UltraServer can hold up to 144 chips. Early tests suggest AI training costs drop up to 50% versus Nvidia GPUs. Investors cheered the news, pushing AMZN shares higher. Trainium3 promises faster, cheaper AI model training and inference.

AWS says custom AI chip line becomes multibillion-dollar business, unveils plans for Trainium 4
Speaking at the company’s annual event, AWS re:Invent 2025 in Las Vegas, CEO Matt Garman said that Trainium is already a multibillion-dollar business, and that 1 million Trainium chips have been deployed so far.

Amazon launches AI infrastructure project, to power Anthropic's Claude model
The tech giant had started Project Rainier last year to build an AI compute cluster spread across multiple data centers in the U.S. The computer incorporates nearly half-a-million of Amazon's in-house Trainium2 chips.

The furious contest to unseat Nvidia as king of AI chips
Nvidia's rivals have also started taking a leaf out of the company's playbook in another way. They have begun emulating Nvidia's tactic of building complete computers -- and not just the chips -- so that customers can wring the maximum power and performance out of the chips for AI purposes.
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