Amazon's cloud division, AWS, is accelerating its global expansion of server farms and seeking more of NVIDIA's latest AI chips. AWS CEO Matt Garman announced that new data centers have been launched in Mexico, with additional facilities under construction in Chile, New Zealand, and Saudi Arabia. Amazon anticipates its AI business will generate billions in revenue this year, driven by customer demand for on-demand AI services.
AWS remains the largest provider of computing and data storage services, surpassing Microsoft Azure and Google Cloud. In the first quarter, AWS reported revenues of $29.267 billion, a 17% increase year-over-year, though this growth lags behind Microsoft and Google's cloud offerings, which saw revenue increases of 21% and 28%, respectively.
To enhance its AI capabilities, AWS is collaborating with NVIDIA to expand its stock of GB200 chips, which are already available for customer testing. These chips feature advanced processors connected via NVIDIA's NVLink system. Despite AWS's advancements, Microsoft continues to host OpenAI's models, though OpenAI is exploring partnerships beyond Microsoft.
Garman expressed openness to other AI models, like Anthropic's Claude, being deployed on competing platforms, emphasizing AWS's commitment to flexibility and collaboration.
