Amazon released a machine learning chip on Wednesday, entering the market where Intel and Nvidia are located, hoping to increase profitability in the next few years. Amazon is the biggest buyer of Intel and Nvidia, and the latter two companies’ chips help Amazon’s AWS cloud computing business. But Amazon is now starting to design its own chips. The chip, called AWS Inferentia, will help researchers with the so-called inference process. For example, you can scan the input audio and convert it into a text-based request.
Amazon chips do not directly threaten the business of Intel and NVIDIA, because the company will not sell chips. However, cloud computing services sold by Amazon will start to use its own chips next year. If the company relies on a self-designed chip, it will cause Nvidia and Intel to lose a big customer.