AWS Delays AMD AI Chip Deployment

Amazon Web Services (AWS) has not yet deployed AMD's Instinct MI300X AI accelerators due to insufficient customer demand, as stated by Gadi Hutt from Annapurna Labs. Despite AMD's efforts to enhance its offerings, including cheaper products than Nvidia's, the lack of robust software support for developers remains a barrier. In contrast, AWS is focusing on Nvidia's upcoming Blackwell GPUs, having recently introduced P6 servers and liquid-cooled data centers to support them, reflecting a strategic pivot towards Nvidia amid low interest in AMD's products. AWS continues to offer access to AMD's EPYC processors but has not committed to AMD's AI chips, emphasizing customer-driven demand for future deployment. Meanwhile, Nvidia CEO Jensen Huang advocates for a global AI infrastructure, urging nations to utilize Nvidia chips amidst rising tech tensions. Additionally, AWS is integrating multiple Nvidia technologies, including enhancements in quantum computing and healthcare applications.