Part 3/6:
AWS is also making strides with its Tranium Two chips, which are set to roll out in large quantities—potentially hundreds of thousands. This move positions AWS to create a supercomputer for Anthropic, a notable competitor to Nvidia. AWS's approach differs significantly from Nvidia’s since the former does not sell its chips as standalone components. Instead, customers are required to utilize the complete system offered by AWS, a strategy that speaks to the company's desire to maintain a controlled and efficient delivery model.