Amazon Web Services (AWS) has entered a multi-year, multi-billion-dollar partnership with Intel to develop custom AI chips. This collaboration aims to enhance AI application performance and strengthen the U.S. AI supply chain.
Why is this partnership significant?
The semiconductor industry is currently facing supply chain disruptions and increased demand for advanced chips. AWS’s partnership with Intel is a strategic move to secure a reliable supply of cutting-edge processors tailored to its needs.
By co-developing next-generation AI fabric chips on Intel 18A, we continue our long-standing collaboration, dating back to 2006 when we launched the first Amazon EC2 instance featuring their chips.
Matt Garman, CEO, AWS
What are the key components of the deal?
Intel will produce an AI fabric chip for AWS using its advanced Intel 18A process, promising significant performance and energy efficiency improvements. Additionally, Intel will manufacture a custom Xeon 6 chip for AWS on its Intel 3 process.
Impact on U.S. semiconductor industry
This partnership also supports domestic chip manufacturing, particularly in Ohio, where Intel plans to build new facilities and AWS intends to invest $7.8 billion in data center expansion.
Future collaborations
AWS and Intel plan to explore further collaborations, potentially leveraging Intel’s future process nodes, including Intel 18AP and Intel 14A, to develop next-generation AI processors.
As Matt Garman concludes: “Our continued collaboration allows us to empower our joint customers with the ability to run any workload and unlock new AI capabilities.”
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