Uber is the latest to be won over by Amazon’s AI chips
Uber is expanding its AWS cloud services contract to use Amazon's Graviton and Trainium chips.Summary
Amazon announced that Uber is expanding its contract for AWS cloud services, opting to run more of its ride-sharing features on Amazon's custom chips. This includes increased use of AWS's Graviton server CPUs and a new trial of Trainium3, Amazon's AI chip designed to compete with Nvidia. This move is seen as a strategic play by Amazon against its cloud rivals, Google and Oracle. Uber had previously committed to significant cloud computing deals with Oracle and Google in 2023, aiming to migrate its IT infrastructure from its own data centers. Despite these prior commitments, Uber is now increasing its reliance on AWS, driven by Amazon's in-house designed AI chips. Uber joins other major tech companies like Anthropic, OpenAI, and Apple in expanding their use of AWS due to these specialized chips.
(Source：TechCrunch)