The Ledger
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Nvidia runs its own AI training clusters on AWS infrastructure
“NVIDIA actually runs their AI training clusters in AWS, because we actually have the most stable infrastructure of anyone else, and so they actually get the best performance from us”
Secret intelligence contract win against IBM marked AWS inflection point
“One of the big Inflection points we saw is we went after the intelligence agencies for the U S government, and we won that contract and it was secret. And it, you know, we pushed really hard to go in that. It was against all the incumbents, HPs and IBMs and Or…”
Most enterprises will eventually stop building their own AI models
“Most companies are not going to build their own models over time. They might tweak them a little bit, but I think a lot of companies are going to build, are going to use the applications that use the software and the models underneath.”