AWS Unveils Next Generation AWS-Designed Chips
Portfolio Pulse from Benzinga Newsdesk
AWS announced new AWS-designed chips, Graviton4 and Trainium2, at AWS re:Invent. Graviton4 offers up to 30% better compute performance, 50% more cores, and 75% more memory bandwidth than Graviton3. Trainium2 provides up to 4x faster training for ML models and can be deployed in EC2 UltraClusters of up to 100,000 chips. Customers like Anthropic, Databricks, Datadog, Epic, Honeycomb, and SAP are using these chips. Graviton4 will be available in EC2 R8g instances, and Trainium2 in EC2 Trn2 instances. The chips aim to deliver better price performance, energy efficiency, and are designed for workloads like ML training and generative AI applications.

November 28, 2023 | 4:26 pm
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Amazon's AWS has introduced Graviton4 and Trainium2 chips, enhancing performance and energy efficiency for cloud workloads. This innovation may attract more customers to AWS, potentially increasing Amazon's revenue from cloud services.
The introduction of the new AWS-designed chips is likely to strengthen Amazon's competitive position in the cloud services market. The improved performance and energy efficiency of Graviton4 and Trainium2 could lead to increased adoption by existing and new AWS customers, which may result in higher usage and revenue for Amazon's cloud services. This is particularly relevant as demand for machine learning and AI capabilities continues to grow. The positive reception from notable AWS customers suggests a strong market interest, which could translate into a short-term positive impact on AMZN's stock price.
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