아마존의 자체 맞춤형 AI 실리콘이 연간 250억 달러의 연율 매출을 기록하며, 하이퍼스케일러의 GPU 의존 구조를 근본적으로 변화시키고 있는 것으로 알려졌다.

Amazon is intensifying its competition with Nvidia in the artificial intelligence chip sector. According to MarketWise, Amazon’s custom chip business has achieved an annual revenue run rate exceeding $25 billion U.S. dollars, as clients increasingly seek more cost-effective alternatives to Nvidia’s chips. This momentum positions Amazon as a significant challenger in the AI chip arena, a move that could reshape the competitive landscape for machine learning hardware. With Nvidia holding a dominant position, Amazon’s rapid revenue growth signals heightened competition for enterprise and cloud customers. Industry analysts will closely watch how both companies adjust strategies in the evolving AI infrastructure market.

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Other technology firms are making significant shifts in infrastructure as well. Bitdeer this year announced a $4.7 billion transition from cryptocurrency mining to AI infrastructure through a new partnership with Anthropic. Meanwhile, Lyntris reduced the size of its IPO despite increased global defense spending, according to MarketWise’s recent IPO coverage. These moves highlight changing priorities among enterprise technology providers.