Amazon Strikes at Nvidia's Stronghold Through Databricks Deal, Cutting AI Costs by 40%
Amazon Strikes at Nvidia's Stronghold Through Databricks Deal, Cutting AI Costs by 40%
Databricks proposed to pass on the savings from using Amazon's chips to customers to break into Nvidia's moat.Amazon.com Inc (NASDAQ:AMZN) inked a five-year deal with data and AI startup Databricks to provide businesses with cost-effective AI-building capabilities. The financial terms of the contract remain undisclosed.
亚马逊公司（纳斯达克：AMZN）与数据和人工智能初创公司Databricks签订了为企业提供具有成本效益的人工智能构建能力的为期五年的协议。合同的财务条款仍未披露。
The partnership centers around Amazon's Trainium AI chips, which offer a less expensive alternative to Nvidia Corp's (NASDAQ:NVDA) popular GPUs for companies looking to customize or build their AI models.
这一合作围绕着亚马逊的Trainium AI芯片展开，为那些希望定制或构建AI模型的公司提供了一种低成本替代方案，相对于英伟达公司（纳斯达克：NVDA）流行的GPU而言。
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Databricks proposed to pass on the savings from using Amazon's chips to customers to break into Nvidia's moat.
Databricks建议将使用亚马逊的芯片节省的成本传达给客户，以突破英伟达的壁垒。
Databricks customers include W.W. Grainger, Inc (NYSE:GWW) and the car-shopping site Edmunds.com. Both companies are eying the enterprise AI space intensifying rivalry with Microsoft Corp (NASDAQ:MSFT) and Snowflake Inc (NYSE:SNOW).
Databricks的客户包括W.W. Grainger, Inc（纽约证券交易所：GWW）和汽车购物网站Edmunds.com。这两家公司都在密切关注企业人工智能领域，与微软公司（纳斯达克：MSFT）和snowflake公司（纽约证券交易所：SNOW）加剧竞争。
Databricks, valued at $43 billion as of 2023, is already deeply involved in the AI market, having acquired AI startup MosaicML for $1.3 billion.
截至2023年，Databricks估值为430亿美元，已深度介入人工智能市场，收购人工智能初创公司MosaicML，交易金额为13亿美元。
Databricks' existing partnership with Amazon allows customers to access its data services through Amazon Web Services (AWS).
Databricks与亚马逊的现有合作伙伴关系允许客户通过亚马逊云服务（AWS）访问其数据服务。
As part of the agreement, Databricks will also increase its use of Nvidia GPUs rented through AWS. According to Naveen Rao of Databricks, AWS has generated more than $1 billion in revenue for Databricks and remains the company's fastest-growing cloud partner.
根据协议，Databricks还将通过AWS增加对英伟达GPU的使用。据Databricks的Naveen Rao称，AWS已为Databricks带来超过$10亿的营业收入，并仍是该公司增长最快的云合作伙伴。
Rao of Databricks told the WSJ that the collaboration with Amazon allows Databricks to pass cost savings to customers by leveraging Amazon's AI chips.
Databricks的Rao告诉WSJ，与亚马逊的合作使Databricks能够通过利用亚马逊的人工智能芯片，将成本节省优惠传递给客户。
Dave Brown of Amazon Web Services told the WSJ that Amazon's Trainium chips, specifically designed for AI tasks, can help businesses cut their AI development costs by up to 40%.
亚马逊网络服务的Dave Brown告诉WSJ，亚马逊的Trainium芯片，专门设计用于人工智能任务，可以帮助企业将其人工智能开发成本削减高达40%。
Amazon stock is up over 41% in the last 12 months. Nvidia is up 195% thanks to the AI wave.
亚马逊股价在过去12个月中上涨了41%以上。英伟达由于人工智能浪潮的推动增长了195%。
JMP Securities analyst Nicholas Jones expects Amazon AWS to outpace Microsoft Azure, citing the latter's softness in some European geographies and capacity constraints.
JMP证券分析师Nicholas Jones预计亚马逊AWS将超过微软Azure，称后者在一些欧洲地区存在软弱之处和容量限制。
Scotiabank's Nat Schindler and JP Morgan's Doug Anmuth flagged AWS AI's focus on providing flexible, cost-effective AI solutions, positioning it as a critical partner for companies leveraging AI.
加拿大丰业银行的Nat Schindler和摩根大通的Doug Anmuth指出AWS AI专注于提供灵活、具有成本效益的人工智能解决方案，将其定位为公司利用人工智能的重要合作伙伴。
Price Actions: AMZN stock is down 1.34% to $185.52 at the last check on Tuesday.
价格行动：亚马逊股票在周二最后一次检查时下跌了1.34%，至185.52美元。
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