On Tuesday, Amazon announced that Uber was expanding its contract for AWS cloud services to run more of its ride-sharing features on Amazon’s chips. Uber will particularly expand its use of AWS’s Graviton (a low-power, ARM-based server CPU) and start a new trial testing Trainium3, AWS’s Nvidia competitor AI chip. This deal is a bit less about a long-term threat to Nvidia than it is a thorough thumbing of the nose by Amazon at AWS’s cloud competitors, Google and Oracle. W…
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