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Exclusive: Amazon's cloud unit is considering AMD's new AI chips

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Well-known member
"SAN FRANCISCO, June 14 (Reuters) - Amazon Web Services (AMZN.O), the world's largest cloud computing provider, is considering using new artificial intelligence chips from Advanced Micro Devices Inc (AMD.O), though it has not made a final decision, an AWS executive told Reuters."

"Nvidia does sell its chips piecemeal but is also asking cloud providers if they are willing to offer an entire system designed by Nvidia in a product called DGX Cloud. Oracle Corp (ORCL.N) is Nvidia's first partner for that system.

Brown said AWS had declined to work with Nvidia on the DGX Cloud offering.

"They approached us, we looked at the business model, and it didn't make a lot of sense" for AWS due to the company's long experience in building reliable servers and existing supply chain expertise, Brown said."

 
In interviews with Reuters, AMD Chief Executive Lisa Su outlined an approach to winning over major cloud computing customers by offering a menu of all the pieces needed to build the kinds of systems to power services similar to ChatGPT, but letting customers pick and choose which they want, using industry standard connections.

"We're betting that a lot of people are going to want choice, and they're going to want the ability to customize what they need in their data center," Su said.

Dave Brown, vice president of elastic compute cloud at Amazon, said that AWS prefers to design its own servers from the ground up.

AWS started selling Nvidia's H100 chip in March, but as part of systems of its own design.
No real mentions of other pieces or performance, just said AWS wants more say in the design and package which is not possible with the "pre-built" DGX Cloud NVIDIA offers. Interesting.
 
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