3 Sources
[1]
AWS to introduce updated server CPU, new AI training chip - SiliconANGLE
Amazon Web Services Inc. is gearing up to refresh two of its custom processor families, CNBC reported late Tuesday. The cloud giant plans to release an updated version of its AWS Graviton4 central processing unit. It will also debut a new addition to the AWS Trainium chip series, which is optimized for training artificial intelligence models. Both chip families are developed by AWS' Annapurna Labs unit, which became part of the cloud provider through a 2015 acquisition. When Graviton4 debuted last June, AWS detailed that it has deployed more than 50 million Graviton-series processors to power 150-plus instance types. The Trainium series, in turn, powers an AI training cluster with 400,000 chips that AWS started building for Anthropic PBC last year. Graviton4 is the fourth iteration of the Graviton CPU series. It features 96 cores based on Arm Holdings Inc.'s server-optimized Neoverse N2 core design. The onboard L2 cache can hold 192 megabytes of data, up from the 8 megabytes offered by the first-generation Graviton chip. AWS says that the Graviton4 contains a total of 73 billion transistors across its components. The processor also includes cybersecurity optimizations. An Arm technology called BIT, or Branch Target Identification, blocks cyberattacks that attempt to use Graviton4's branch prediction mechanism. This is a CPU component that completes some calculations before the results are needed to save time. Additionally, the hardware interfaces through which Graviton4 sends data traffic to other components of AWS' infrastructure are encrypted. The updated version of Graviton4 that the cloud giant plans to announce will reportedly offer 600 gigabits per second, or Gbps, of network bandwidth. Current Graviton4-powered instances provide up to 50 Gbps. Each chip also offers up to 536.7 Gbps of memory bandwidth, which determines the rate at which data moves to and from RAM. That metric can heavily influences application performance. According to CNBC, AWS will announce the release schedule of Graviton4 later this month. Trainium2, the Amazon.com Inc.'s other new chip, is expected to launch by year's end. AWS' current-generation AI training chip, Trainium2, provides 1.29 petaflops of performance when processing FP8 floating point numbers. Those are data units that neural networks commonly use to perform calculations. One petaflop corresponds to one quadrillion, or a thousand trillion, computations per second. Trainium2's processing capacity is provided by eight cores based on a design called NeuronCore-V3. They're supported by 96 gibibytes of onboard memory. Developers may optically combine the compute and memory resources of multiple cores into a single virtual core, an arrangement that streamlines some large-scale AI training projects. AWS expects its next-generation Trainium3 chip to provide double the performance of Trainium2. Additionally, it's expected to be 50% more energy-efficient. AWS also uses other custom chips besides Graviton and Trainium processors to power its cloud platform. The Amazon unit's Nitro Security Chip, for example, protects its servers from tempering attempts. AWS data centers also contain Nitro Cards, devices that use custom processors to manage the flow of network traffic.
[2]
Amazon's Powerful AWS Custom Chip To Get An Upgrade - Why Is It Important? - Amazon.com (NASDAQ:AMZN)
Amazon.com, Inc AMZN Amazon Web Services could soon announce an update to its Graviton4 chip, sparking a rivalry with Intel Corp INTC and Advanced Micro Devices AMD. The chip could include 600 gigabits per second of network bandwidth, CNBC reported on Wednesday. Benzinga has reached out to Amazon for its comment. Hyperscalars like Amazon, Microsoft Corp MSFT, Alphabet Inc GOOGL, and Meta Platforms META migrated towards custom chips to curtail costs, tackle compatibility issues, and address supply crises. Also Read: Amazon Expands Global Data Centers, Boosts Access To Nvidia AI Chips For Cloud Customers What is the Graviton4 Chip? According to Amazon, its latest cloud computing chip, Graviton4, offers significant advancements in performance and energy efficiency. It's the fourth generation of AWS's custom-engineered data center chips, first introduced in 2018. Graviton4, based on Arm-architecture, boasts four times the performance of Graviton1 and is even more energy-efficient than its predecessor, Graviton3. With 73 billion transistors, it's being adopted by major customers like SAP and Epic Games for high-performance and reliable cloud experiences. This innovation, alongside other custom AWS chips like Trainium and Inferentia for AI, underscores Amazon's leadership in cloud computing technology. Amazon manufactures Graviton4 central processing unit at its Annapurna Labs in Austin, Texas. Why Does Having A Custom Chip Matter? Rami Sinno, director of engineering at Amazon Web Services (AWS) Annapurna Labs, cited strong demand for chips that outpaced the supply. AWS Senior Director Gadi Hutt told CNBC about Amazon's initiatives to provide an alternative to Nvidia Corp's NVDA costly graphics processing units. Hutt told CNBC. that Anthropic's Claude Opus 4 AI model launched on Trainium2 GPUs and Project Rainier. Trainium3 is coming up in 2025, he said. AWS has committed $8 billion to Anthropic. Also, Amazon chief Andy Jassy recently highlighted the company's extensive leveraging of Generative AI to drive value. Jassy highlighted Generative AI's crucial role within AWS for developers and optimizing internal functions such as fulfillment and customer service. He also pointed to developing AI agents to automate tasks and accelerate innovation. As Amazon commits huge spending and Capex to AI, it is imperative that it design its own chips based on custom needs rather than relying on NVIDIA. Jassy stated that this AI-driven transformation might reduce the corporate workforce in the coming years. Price Action: AMZN stock is up 0.92% at $216.80 at the last check on Wednesday. Read Next: Marvell Launches New Power Regulator And 2nm Memory Chips To Boost AI, Cloud Efficiency Photo by Deep Pixel via Shutterstock AMZNAmazon.com Inc$216.900.97%Stock Score Locked: Want to See it? Benzinga Rankings give you vital metrics on any stock - anytime. Reveal Full ScoreEdge RankingsMomentum60.73Growth97.14Quality73.37Value49.29Price TrendShortMediumLongOverviewAMDAdvanced Micro Devices Inc$126.89-0.17%ARMARM Holdings PLC$146.461.20%GOOGLAlphabet Inc$175.31-0.36%INTCIntel Corp$21.272.24%METAMeta Platforms Inc$701.280.58%MSFTMicrosoft Corp$478.990.20%NVDANVIDIA Corp$144.880.53%Market News and Data brought to you by Benzinga APIs
[3]
Amazon's Powerful AWS Custom Chip To Get An Upgrade - Why Is It Important? - Advanced Micro Devices (NASDAQ:AMD), Amazon.com (NASDAQ:AMZN)
Amazon.com, Inc AMZN Amazon Web Services could soon announce an update to its Graviton4 chip, sparking a rivalry with Intel Corp INTC and Advanced Micro Devices AMD. The chip could include 600 gigabits per second of network bandwidth, CNBC reported on Wednesday. Benzinga has reached out to Amazon for its comment. Hyperscalars like Amazon, Microsoft Corp MSFT, Alphabet Inc GOOGL, and Meta Platforms META migrated towards custom chips to curtail costs, tackle compatibility issues, and address supply crises. Trending: Maker of the $60,000 foldable home has 3 factory buildings, 600+ houses built, and big plans to solve housing -- this is your last chance to become an investor for $0.80 per share. What is the Graviton4 Chip? According to Amazon, its latest cloud computing chip, Graviton4, offers significant advancements in performance and energy efficiency. It's the fourth generation of AWS's custom-engineered data center chips, first introduced in 2018. Graviton4, based on Arm-architecture, boasts four times the performance of Graviton1 and is even more energy-efficient than its predecessor, Graviton3. With 73 billion transistors, it's being adopted by major customers like SAP and Epic Games for high-performance and reliable cloud experiences. This innovation, alongside other custom AWS chips like Trainium and Inferentia for AI, underscores Amazon's leadership in cloud computing technology. Amazon manufactures Graviton4 central processing unit at its Annapurna Labs in Austin, Texas. Why Does Having A Custom Chip Matter? Rami Sinno, director of engineering at Amazon Web Services (AWS) Annapurna Labs, cited strong demand for chips that outpaced the supply. AWS Senior Director Gadi Hutt told CNBC about Amazon's initiatives to provide an alternative to Nvidia Corp's NVDA costly graphics processing units. Hutt told CNBC. that Anthropic's Claude Opus 4 AI model launched on Trainium2 GPUs and Project Rainier. Trainium3 is coming up in 2025, he said. See Also: Peter Thiel turned $1,700 into $5 billion -- now accredited investors are eyeing this software company with similar breakout potential. Learn how you can invest with $1,000 at just $0.30/share. AWS has committed $8 billion to Anthropic. Also, Amazon chief Andy Jassy recently highlighted the company's extensive leveraging of Generative AI to drive value. Jassy highlighted Generative AI's crucial role within AWS for developers and optimizing internal functions such as fulfillment and customer service. He also pointed to developing AI agents to automate tasks and accelerate innovation. As Amazon commits huge spending and Capex to AI, it is imperative that it design its own chips based on custom needs rather than relying on NVIDIA. Jassy stated that this AI-driven transformation might reduce the corporate workforce in the coming years. Read Next: Invest early in CancerVax's breakthrough tech aiming to disrupt a $231B market. Back a bold new approach to cancer treatment with high-growth potential. If there was a new fund backed by Jeff Bezos offering a 7-9% target yield with monthly dividends would you invest in it? Photo by Deep Pixel via Shutterstock AMDAdvanced Micro Devices Inc$128.201.11%Stock Score Locked: Edge Members Only Benzinga Rankings give you vital metrics on any stock - anytime. Unlock RankingsEdge RankingsMomentum31.90Growth97.09Quality77.70Value14.66Price TrendShortMediumLongOverviewAMZNAmazon.com Inc$210.18-1.10%ARMARM Holdings PLC$145.00-0.72%GOOGLAlphabet Inc$166.66-3.84%INTCIntel Corp$21.11-1.77%METAMeta Platforms Inc$683.79-1.72%MSFTMicrosoft Corp$477.80-0.51%NVDANVIDIA Corp$143.61-1.28%Market News and Data brought to you by Benzinga APIs
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Amazon Web Services is preparing to announce updates to its custom Graviton4 CPU and introduce a new AI training chip, potentially disrupting the market dominated by Intel, AMD, and NVIDIA.
Amazon Web Services (AWS) is gearing up to announce significant updates to its custom chip lineup, potentially reshaping the landscape of cloud computing and artificial intelligence (AI) hardware. The cloud giant is set to introduce an upgraded version of its Graviton4 central processing unit (CPU) and a new AI training chip, challenging industry leaders like Intel, AMD, and NVIDIA 12.
The upcoming update to the Graviton4 CPU is expected to offer impressive performance improvements. The new chip will reportedly feature 600 gigabits per second (Gbps) of network bandwidth, a substantial increase from the current 50 Gbps offered by existing Graviton4-powered instances 1. This enhancement could significantly boost data processing capabilities for AWS customers.
Graviton4, based on Arm Holdings' Neoverse N2 core design, already boasts 96 cores and 73 billion transistors. It offers four times the performance of the first-generation Graviton chip while maintaining superior energy efficiency 2. The processor includes advanced cybersecurity features, such as Branch Target Identification (BIT) technology, which helps prevent certain types of cyberattacks 1.
Source: SiliconANGLE
In addition to the Graviton4 update, AWS is preparing to launch Trainium3, the next generation of its AI training chip. Expected to debut by the end of the year, Trainium3 is anticipated to deliver twice the performance of its predecessor, Trainium2, while being 50% more energy-efficient 13.
The current Trainium2 chip provides 1.29 petaflops of performance when processing FP8 floating point numbers, a crucial metric for AI model training. It features eight NeuronCore-V3 cores and 96 gibibytes of onboard memory, allowing developers to optically combine resources for large-scale AI projects 1.
AWS's investment in custom chip development is part of a broader trend among hyperscalers like Amazon, Microsoft, Alphabet, and Meta. These tech giants are increasingly turning to in-house chip design to reduce costs, address compatibility issues, and mitigate supply chain risks 23.
Rami Sinno, director of engineering at AWS Annapurna Labs, cited strong demand outpacing supply as a key driver for this strategy. Meanwhile, AWS Senior Director Gadi Hutt emphasized the company's efforts to provide alternatives to NVIDIA's costly graphics processing units (GPUs) 3.
Source: Benzinga
The development of these custom chips aligns with Amazon's significant investment in AI technologies. AWS has committed $8 billion to Anthropic, an AI research company, and is leveraging generative AI across its platform 3. Amazon CEO Andy Jassy has highlighted the crucial role of AI in optimizing internal functions and developing AI agents to automate tasks and accelerate innovation 2.
As Amazon continues to invest heavily in AI capabilities, the ability to design custom chips tailored to specific needs becomes increasingly important. This strategy not only helps AWS reduce reliance on third-party chip manufacturers but also positions the company to offer more competitive and efficient cloud computing solutions 3.
The upcoming announcements from AWS are likely to intensify competition in the chip industry, potentially disrupting the market currently dominated by traditional semiconductor giants. As cloud computing and AI continue to evolve, the race to develop more powerful and efficient custom chips is set to play a crucial role in shaping the future of technology infrastructure.
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