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Market
What will be the market share of Amazon's AI chips compared to Nvidia's by end of 2024?
2
Resolution / Starting Odds
Less than 10% • 25%
10%-20% • 25%
20%-30% • 25%
More than 30% • 25%
Industry reports, market analysis from credible sources, or official financial reports from Amazon and Nvidia
Story
Amazon Developing Trainium and Inferentia AI Chips to Rival Nvidia, Offering 50% Cost Savings
Jul 25, 2024, 03:50 PM
Amazon is racing to develop AI chips that are cheaper and faster than Nvidia's, according to company executives. Inside a chip lab in Austin, Texas, engineers on a Friday afternoon are working on a closely guarded new server design. The new chips, named Trainium and Inferentia, are expected to help AWS customers process data more cost-effectively, potentially cutting costs by up to 50%. This development aims to reduce Amazon's reliance on Nvidia and offer more affordable alternatives to its customers.
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Substantial increase • 25%
Moderate increase • 25%
No significant change • 25%
Decrease • 25%
NVIDIA > 50% • 25%
NVIDIA 30-50% • 25%
NVIDIA 10-30% • 25%
NVIDIA < 10% • 25%
Less than 20% • 25%
20% to 30% • 25%
30% to 40% • 25%
More than 40% • 25%
Less than 10% • 25%
10% to 20% • 25%
20% to 30% • 25%
More than 30% • 25%
Increases • 33%
Remains the same • 34%
Decreases • 33%
Above 60% • 33%
50% to 60% • 33%
Below 50% • 34%
Higher than Nvidia • 25%
Equal to Nvidia • 25%
Less than Nvidia but more than 50% of Nvidia's • 25%
Less than 50% of Nvidia's • 25%
Less than 50% • 25%
50% to 60% • 25%
60% to 70% • 25%
More than 70% • 25%
Increases by more than 5% • 25%
Remains stable (within 5% change) • 25%
Decreases by less than 5% • 25%
Decreases by more than 5% • 25%
Huawei > Nvidia • 25%
Huawei = Nvidia • 25%
Huawei < Nvidia • 25%
Other • 25%
Less than 20% • 25%
20% to 40% • 25%
40% to 60% • 25%
More than 60% • 25%