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Will the cloud giants themselves step in and create chips to manufacture and sell, and how long can NVIDIA’s moat still hold?
Trainium was launched in 2020, and current clients such as OpenAI, Anthropic, and Uber use it through AWS, with over $225 billion in revenue commitments.
CEO Andy Jassy stated that the company is fully capable of selling complete chip systems to third parties.
This is also part of the company's strategic repositioning around artificial intelligence.
The third-generation Trainium is nearly sold out, and the fourth generation is expected to be launched next year, with strong demand.