Amazon's Home-Grown Chips -- Additionally, AWS Unveiled Apple As One Of Its Newest Chip Customers -- December 3, 2024

Locator: 44496AWS.

Could this be the most interesting investing ....  

Link here.

Link here.

Tag: Apple, AAPL Supercomputer

Link here.

From the linked article:

Amazon’s cloud computing arm Amazon Web Services Tuesday announced plans for an “Ultracluster,” a massive AI supercomputer made up of hundreds of thousands of its homegrown Trainium chips, as well as a new server, the latest efforts by its AI chip design lab based in Austin, Texas.

The chip cluster will be used by the AI startup Anthropic, in which the retail and cloud-computing giant recently invested an additional $4 billion. The cluster, called Project Rainier, will be located in the U.S. When ready in 2025, it will be one of the largest in the world for training AI models, according to Dave Brown, Amazon Web Services’ vice president of compute and networking services.

Amazon Web Services also announced a new server called Ultraserver, made up of 64 of its own interconnected chips, at its annual re:Invent conference in Las Vegas Tuesday.

Additionally, AWS on Tuesday unveiled Apple as one of its newest chip customers.

Combined, Tuesday’s announcements underscore AWS’s commitment to Trainium, the in-house-designed silicon the company is positioning as a viable alternative to the graphics processing units, or GPUs, sold by chip giant Nvidia.

Is this why AAPL "surged" today -- well, at least "surged" a little today.

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• Reminder: I am inappropriately exuberant about the US economy and the US market.
• I am also inappropriately exuberant about all things Apple. 
• And now, Nvidia, also. I am also inappropriately exuberant about all things Nvidia.
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