06/20/2025, 07:34 AM UTC
AWS借定制AI处理器需求崛起，逐步侵蚀英伟达主导地位AWS Chips Away at Nvidia’s Lead with Rising Demand for Custom AI Processors
➀ AWS自主开发的Trainium和Graviton芯片在AI基础设施领域快速增长，动摇英伟达长期统治地位；
➁ 针对云工作负载的性价比优势和性能优化推动定制芯片采用率提升；
➂ AWS通过强化软件堆栈和开发者生态巩固芯片战略，持续吸引企业客户采用自有解决方案
➀ AWS's custom Trainium and Graviton chips gain momentum in AI infrastructure, challenging Nvidia's dominance;
➁ Increased adoption driven by cost efficiency and performance optimization tailored for cloud workloads;
➂ AWS reinforces its silicon strategy with enhanced software stacks and developer ecosystems to attract enterprise clients
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