Andy Halliday

And we know that Jeff Bezos has just recently started his new startup called Prometheus, which is another angle of Amazon's development.

But AWS, Amazon Web Services, is where they make their money.

They don't actually make all their money by selling retail on it.

The main source of profitability for Amazon is Amazon Web Services.

And now they've just, in their big confab, they get all of their associated enterprise customers and developers together, and they reveal everything that they're doing.

They've announced a whole bunch of things.

I don't know if you're familiar with this.

Do you want me to just run through a top level of what AWS's announcements were about?

Okay, first...

AWS, that division of Amazon, and NVIDIA are expanding their collaboration, and they're going to deliver infrastructure in the form of not only models, but also the cloud-based infrastructure of inference computing that's using NVIDIA chips.

And for example...

There's this entity over in Saudi Arabia, which is getting enormous investment from the sovereign wealth fund of Saudi Arabia called Humane.

So Humane and NVIDIA and AWS are working in concert to build an AI zone in the Middle East using up to 150,000 NVIDIA chips.

That's a lot of chips.

And what AWS is building with this example is what they're calling AI factories.

So they're going to put together for just like OpenAI is going out and building their own data centers and Meta is building their own data centers.

Well, Amazon Web Services has data centers for hire.

That's what Amazon Web Services.

cloud services do.

You can just launch however many NVIDIA GB300 GPUs you want to.