AWS Trainium3 Deep Dive – A Potential Challenger Approaching

This won't materialize into a legitimate threat on the NVIDIA/TPU landscape without enormous software investment. That's why NVIDIA won in the first place. This requires executives to see past the hardware and make riskier investments and we will see if this actually materializes under AWS management or not.

This is addressed in the article.

> In fact, they are conducting a massive, multi-phase shift in software strategy. Phase 1 is releasing and open sourcing a new native PyTorch backend. They will also be open sourcing the compiler for their kernel language called “NKI” (Neuron Kernal Interface) and their kernel and communication libraries matmul and ML ops (analogous to NCCL, cuBLAS, cuDNN, Aten Ops). Phase 2 consists of open sourcing their XLA graph compiler and JAX software stack.

> By open sourcing most of their software stack, AWS will help broaden adoption and kick-start an open developer ecosystem. We believe the CUDA Moat isn’t constructed by the Nvidia engineers that built the castle, but by the millions of external developers that dig the moat around that castle by contributing to the CUDA ecosystem. AWS has internalized this and is pursuing the exact same strategy.