An AWS executive told Reuters that the world’s largest cloud computing service, Amazon Web Services (AMZN.O), may use AMD’s latest artificial intelligence chips.
AMD announced its AI approach at an event, where Nvidia Corp (NVDA.O) dominates the market.
After AMD didn’t reveal a headline client for its AI processor due later this year, shares fell.
AMD Chief Executive Lisa Su told Reuters that she would offer a menu of all the parts needed to build systems like ChatGPT, letting customers pick and choose using industry standard connections.
“We’re betting that a lot of people are going to want choice, and they’re going to want the ability to customize what they need in their data center,” Su said.
AWS denied Nvidia’s DGX Cloud collaboration.
Dave Brown, Amazon’s vice president of elastic compute cloud, said AWS is examining AMD’s new MI300 processors for its cloud services.
“We’re still working together on where exactly that will land between AWS and AMD, but it’s something that our teams are working on,” Brown added. “That’s where we’ve benefited from some of the work they’ve done around the design that plugs into existing systems.”
Nvidia sells its processors individually but also asks cloud operators to provide its DGX Cloud solution. Nvidia’s initial system partner is Oracle Corp.
“They approached us, we looked at the business model, and it didn’t make a lot of sense,” Brown said.
Brown said AWS builds its own servers. In March, AWS sold Nvidia’s H100 processor in its own systems.