The deal would also boost AWS's AI business, which Amazon CEO Andy Jassy said is growing at "triple digit percentages" annually and is expected to generate "multi-billion dollars" in revenue this year. However, the negotiations could end without a final agreement being signed. It's also unclear if the deal would include access to Amazon's own AI chips, Trainium and Inferentia.
Key takeaways:
- AWS is in talks with IBM for a potential $475 million deal over 5 years to provide IBM access to Nvidia GPUs through its cloud service.
- IBM already uses AWS services for AI, including training models on EC2 servers with Nvidia chips.
- Amazon's AI business is growing at triple digit percentages annually, and is on pace to generate multi-billion dollars in revenue this year.
- Amazon is set to invest more than $75 billion in capex this year, mostly on cloud infrastructure such as GPUs, networking, and data centers.