AMAZON HOPES TO CHALLENGE NVIDIA MORE DIRECTLY BY SELLING ITS AI CHIPS

Summary from the TLDR newsletter

AWS is in talks to sell its Trainium AI chips to other companies for use in data centers. The company has so far resisted selling its chips as compute capacity for the current chips in its data centers is already sold out. Selling its chips to other companies may mean current customers will be left waiting, unless AWS has figured out how to manufacture more chips, which is unlikely.