The Third Kingdom: The Amazon Ecosystem
The “Utility” Kingdom: AWS Inferentia & Trainium
1. Executive Summary
If Nvidia is the “Ferrari” (High Performance/High Cost) and Google is the “Private Race Track” (Internal Use Only), Amazon AWS is the “Public Bus System”.
Philosophy: Mass transit for AI. Amazon doesn’t need the fastest individual chip; they need the cheapest, most reliable chip that they can deploy by the millions for their cloud cus…
