Moor Insights Strategy
summary
Analyses Amazon EC2 custom silicon and argues AWS leads public-cloud chips with Graviton Trainium Inferentia Nitro deployed not just in EC2 but across amazon.com, Alexa and SaaS stacks. Claims custom silicon delivers lower cost higher performance plus workload-specific features and reduced power for general compute, AI training and inference, security and network offload. Presents concrete product names and deployment scope rather than abstract examples, and ties claims to cost, performance and operational reach.
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