In another wild turn for AI chips, Meta signs deal for millions of Amazon AI CPUs

In another wild turn for AI chips, Meta signs deal for millions of Amazon AI CPUs

Source: The Next Platform

Summary

Meta is using Amazon’s homegrown CPUs for AI workloads, marking a shift in the tech industry. According to reports, Meta has commandeered a significant portion of Amazon’s CPUs, not GPUs, for AI-related tasks. This move signals a new era of competition in the chip market. The Next Platform said this development indicates a new kind of chip race has begun.


Our Reading

The launch follows a familiar script.

Meta’s move to use Amazon’s CPUs for AI workloads sounds like a rerun of the CUDA era, where NVIDIA’s GPUs became the go-to choice for AI computations. Now, it seems like the industry is shifting towards a new kind of specialized chip for AI tasks. Amazon’s homegrown CPUs are being repurposed for AI agentic workloads, because that’s exactly what we needed – another specialized chip for a specific task. And, of course, this means a new kind of chip race has begun, because the last one wasn’t exhausting enough. Meta’s move is just a reminder that the tech industry loves to reinvent the wheel, and then call it innovation.


Author: Evan Null