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Amazon dominated the first cloud era. The AI boom has kicked off Cloud 2.0, and the company doesn't have a head start this time.

Oct 04, 2023 - businessinsider.com
The article discusses the competition between Amazon Web Services (AWS) and Nvidia in the emerging Cloud 2.0 era, which is driven by generative AI. While AWS dominated the Cloud 1.0 era, Nvidia currently has a significant lead in the Cloud 2.0 era due to its GPUs and software platform, CUDA, which are widely used by AI developers. AWS, on the other hand, launched its Trainium GPU for AI model training in December 2020, almost a decade after Nvidia's GPUs were being used by AI researchers.

However, AWS is not out of the race yet. The company recently announced a $4 billion investment in AI startup Anthropic, which will use AWS's in-house Trainium and Inferentia chips to build, train, and deploy its future AI models. This collaboration could help AWS catch up with Nvidia by identifying and filling gaps in its software and tooling. However, the article notes that switching from Nvidia's platform to AWS's could be difficult for developers due to Nvidia's more developed AI libraries and frameworks.

Key takeaways:

  • The rise of generative AI has ushered in the Cloud 2.0 era, and Nvidia currently has a massive head start over Amazon Web Services (AWS).
  • Nvidia's GPUs and its programming language CUDA have become the go-to tools for AI developers, with over 4 million registered Nvidia developers using CUDA and its related tools.
  • Amazon's offering is not as complete as Nvidia's, with its closest equivalent to CUDA, called Neuron, only released in 2019.
  • Despite Nvidia's current dominance, AWS is not out of the race yet, with its recent investment in AI startup Anthropic and the potential for developing its own AI chips to avoid the "Nvidia tax".
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