Amazon Tests AI Chips in Texas Lab, Aims to Cut Nvidia Costs
Amazon Tests AI Chips in Texas Lab, Aims to Cut Nvidia Costs
Amazon.com Inc (NASDAQ:AMZN) is making significant strides in artificial intelligence with its homegrown AI chips.
亚马逊（NASDAQ: AMZN）正在人工智能领域取得重大进展，推出了自家的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.
据路透社报道，在其位于德克萨斯州奥斯汀的芯片实验室，亚马逊的工程师正在严格测试一种新的服务器设计，该设计采用了这些AI芯片，旨在减少对英伟达公司（NASDAQ: NVDA）高昂芯片的依赖。
Amazon's efforts align with similar initiatives by rivals Microsoft Corp (NASDAQ:MSFT) and Google parent Alphabet Inc (NASDAQ:GOOG) (NASDAQ:GOOGL).
亚马逊的努力与竞争对手微软公司（NASDAQ: MSFT）和谷歌母公司Alphabet Inc（NASDAQ: GOOG）（NASDAQ: GOOGL）的类似倡议保持一致。
Also Read: Nvidia Dominates GPU Market as Generative AI Adoption Grows, Analyst Says
据一位分析师称，英伟达在生成式人工智能应用增长的推动下主导了GPU市场。
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.
亚马逊Annapurna Labs工程部门主管Rami Sinno强调了客户对更实惠的英伟达替代方案的不断增长需求。亚马逊于2015年收购的Annapurna Labs对于这一发展具有重要作用。
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.
亚马逊开发的Graviton芯片执行非人工智能计算任务已近十年。最新的AI芯片Trainium和Inferentia提供了显著的成本节约。
"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计算和网络副总裁David Brown告诉路透社：“高达40％，在某些情况下可达50％的提高价格和性能意味着，与使用英伟达相同型号相比，应该便宜一半。”
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的销售额占亚马逊总收入的近20％，在1月至3月的季度增长了17％，达到250亿美元。 AWS持有约三分之一的云计算市场份额，而微软的Azure市场份额约为25％。
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.
分析师认为英伟达是人工智能领域的主要受益者。瑞穗证券报告称，英伟达控制着70％至95％的人工智能加速器市场份额。
The Big Tech trio—Google, Microsoft, and Amazon—along with Oracle Corp (NYSE:ORCL)—contribute more than 40% of Nvidia's revenue.
谷歌、微软和亚马逊这三家大型科技公司以及甲骨文公司（NYSE: ORCL）为英伟达贡献了40％以上的收入。
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).
亚马逊股票在过去12个月中上涨了超过40％，市值达到1.87万亿美元。 英伟达股票在过去12个月中上涨了超过147％，目前市值为2.76万亿美元。投资者可以通过SPDR S&P 500（NYSE: SPY）和iShares Core S&P 500 ETF（NYSE: IVV）获得这些股票的曝光。
Price Action: AMZN shares traded higher by 1.47% at $182.50 premarket at the last check on Friday.
AMZN股票在过去12个月中上涨了超过40％，在上周五的最后一次检查时，盘前交易上涨了1.47％，至182.50美元。
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
免责声明：本内容部分使用人工智能工具生成，并经Benzinga编辑审核发布。
Photo by Sundry Photography via Shutterstock
通过Shutterstock上的Sundry Photography拍摄