Sou Hu Cai Jing·2025-12-03 11:19Core Viewpoint - Amazon has launched its next-generation self-developed AI chip, Trainium3, aiming to challenge the dominance of Nvidia and Google in the AI chip market, with Amazon's stock rising by 0.23% on the announcement day [1]. Group 1: Product Launch and Features - Amazon's cloud computing platform has introduced the Trainium3 AI training chip and provided updates on the development of the next-generation Trainium4 chip [1]. - The Trainium3 chip has shown significant improvements in training and inference performance, with energy efficiency increased by 40% compared to its predecessor and a performance-to-power ratio improved by four times [1]. - The Trainium3 chip has already been deployed in several data centers and is available for customer use starting from the announcement date [1]. Group 2: Market Impact and Competition - The introduction of the Trainium3 chip is expected to intensify competition in the AI chip market, which is currently dominated by Nvidia, holding an 80% to 90% market share [2]. - The Trainium3 chip offers a more cost-effective and efficient solution for powering the intensive computations behind AI models, reducing training and operational costs by approximately 50% compared to Nvidia's leading GPU chips [2]. - Google's recent release of its AI model, Gemini 3, which utilizes its self-developed TPU chips, poses a potential challenge to Nvidia's leading position due to lower computational costs and superior model capabilities [2].