Amazon's CEO, Andy Jassy, issued a letter to shareholders about the company's custom chip business, and his words showed strong optimism about the in-house infrastructure stack. Amazon's Andy Jassy Hints Towards Selling Their Custom Silicon To External Customers, Given Their Internal Success There's no doubt that hyperscalers are experiencing what we call a 'compute crunch' today, with current infrastructure unable to meet the demand driven by AI and related services. We have seen giants like Amazon, Google, and Meta resort to custom silicon efforts as a way to address this gap in compute capabilities, but out of the bunch, Amazon's […]
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