Apple just confirmed it uses Amazon's Inferentia and Graviton chips for services like search, delivering a 40% efficiency boost. The company is now evaluating AWS's new Trainium2 chips to pretrain models like Apple Intelligence, eyeing up to a 50% efficiency gain and signaling alternatives to Nvidia's pricey dominance.
Amazon is teaming up with Anthropic to build Project Rainer, a massive AI supercomputer powered by hundreds of thousands of its custom Trainium 2 chips. AWS says the system is 30% to 40% cheaper than Nvidia setups and five times larger than Anthropic’s current training cluster. Why it matters: Amazon is proving Nvidia isn't the only viable game in town, giving frontier AI builders a much cheaper route to compute.
