Amazon (AMZN), at its Re:Invent event, made two major announcements of consequence for the semiconductor industry. In one announcement, Amazon unveiled instances based on its new ARM-based Graviton2 chip - an alternative to x86 server chips from Intel (INTC) and Advanced Micro Devices (AMD). In another announcement, the company launched Inf1 instances based on its new AWS Inferentia chip – an alternative to the popular T4 inference chip from Nvidia (NVDA).
The announcements are notable because Amazon, in a way, is announcing an open war against its suppliers by building its own alternative