How Amazon Is Making Custom Chips To Catch Up In G…

Despite its firm footing as the world’s biggest cloud provider, Amazon Web Services got a slow start to the generative AI race. AWS released its large language model, Titan, months after Microsoft’s reported $13 billion investment in ChatGPT-maker OpenAI and Google’s release of Bard. But AWS is also designing its own custom AI microchips, shown to CNBC in an exclusive tour of its Austin chip lab. Now analysts say AWS may gain a long term advantage in AI by offering an alternative to Nvidia GPUs.

Chapters:
00:00 — Introduction
03:00 — Designing custom silicon
07:06 — Generative A.I. race
09:39 — Full-stack approach
11:31 — Leveraging cloud dominance

Produced and Shot by: Katie Tarasov
Edited by: Evan Lee Miller
Additional Reporting: Jordan Novet
Supervising Producer: Jeniece Pettitt
Animation: Midnight Snacks
Additional Camera: Katie Brigham, Sydney Boyo, Andrew Evers, Joseph Huerta
Additional Footage: Amazon, Airbus, AMD, Apple, Autobus, Getty Images, Google, Intel, Microsoft, Nvidia, TSMC

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How Amazon Is Making Custom Chips To Catch Up In Generative A.I. Race