Big-Tech Silicon War Begins

All major tech and cloud providers are in a competitive race to develop custom, in-house silicon capabilities, primarily for handling machine learning and AI workloads. Recently, AWS unveiled its next generation of AI chips – Graviton4 and Trainium 2, positioning itself as a leader in this space.

The latest development places AWS in direct competition with other tech giants, each advancing their silicon solutions: Google with the TPU v5e, Microsoft with Azure Maia 100 and Cobalt 100, Apple with M3 chips, Meta with MTIA, and Tesla with its Dojo chips.

However, AWS claims to be far ahead of its competitors. 

AWS chief Adam Selipsky, at re:Invent 2023, said that the company has over 50K customers for Graviton, and its other cloud providers are still just talking about making them, but have yet to deliver their first server processors.