Well, first it was GPUs, then it was memory, and now it is CPUs, which are being affected by severe shortages due to the Agentic AI boom. Amazon & Cloud Providers Have Ran Out of CPUs As Agnetic AI Demand Enters Frenzy As Agentic AI takes the tech markets by storm, it is also becoming a nuisance for cloud providers and chipmakers who are failing to meet the growing demand at the very end. The market is yet to figure its way out of one shortage, and we are already looking at shortages related to a new tech component, & […]

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Amazon's CEO, Andy Jassy, issued a letter to shareholders about the company's custom chip business, and his words showed strong optimism about the in-house infrastructure stack. Amazon's Andy Jassy Hints Towards Selling Their Custom Silicon To External Customers, Given Their Internal Success There's no doubt that hyperscalers are experiencing what we call a 'compute crunch' today, with current infrastructure unable to meet the demand driven by AI and related services. We have seen giants like Amazon, Google, and Meta resort to custom silicon efforts as a way to address this gap in compute capabilities, but out of the bunch, Amazon's […]

Read full article at https://wccftech.com/amazon-ceo-says-chip-business-is-on-fire-graviton-trainium-now-competing-at-intel-amd-and-nvidia-scale/