That work doesn’ t stop because Anthropic uses other accelerators for specific workloads.
David sees the situation as validation of AWS’ approach to customer choice. The company offers Intel, AMD and Graviton processors, letting customers pick based on workload requirements. Accelerators will follow the same pattern.
“ Nvidia serves the vast majority of workloads today, and customers are looking for choice in that space,” he says.“ It really comes down to whether Trainium can give them better price performance for that workload.
We like competition.” The logic reflects how AWS manages its own infrastructure. The company keeps multiple generations of chips in production at once, matching workloads to hardware based on economics. Customers who built applications on the M1 Small instance from August 2006 can still run those workloads today. AWS maintains older Nvidia chips, Trainium1 and Trainium2 in production alongside newer hardware, never forcing deprecation as long as customers need them.
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