Amazon’s In-House Chips Booked Through Q3; AWS to Deploy $10B Cerebras AI Chips
Amazon’s custom AI computing capacity for its in-house chips is fully booked through the end of Q3, reflecting surging demand for cloud-based inference services. AWS has agreed to deploy Cerebras Systems’ Wafer-Scale Engine AI chips across data centers, extending a partnership that includes a more than $10 billion OpenAI chip deal.
1. Custom AI Chip Demand Exceeds Supply
Amazon’s in-house AI chips have reached full booking through Q3 due to strong cloud inference demand. Internal capacity allocated to enterprise and government customers underscores intensifying competition in the AI infrastructure market and positions Amazon against rivals in high-margin cloud services.
2. AWS Partners with Cerebras for Wafer-Scale Engine
AWS will integrate Cerebras Systems’ Wafer-Scale Engine AI chips into its data centers, following a partnership that includes a deal exceeding $10 billion for OpenAI workloads. This collaboration diversifies AWS’s hardware ecosystem, providing clients with alternatives to incumbent GPU suppliers and boosting performance for large-scale model training.