Key Takeaways IBM is reportedly pursuing an $11B Confluent acquisition to enhance real-time data and cloud services.The deal would modernize IBM's streaming data, real-time processing, and cloud-native data offerings.IBM's AI push, including Watsonx and partnerships like SAP, supports its bid to grow enterprise adoption.Per a Wall Street Journal report, International Business Machines Corporation (IBM) is aiming to boost its cloud and data-services offerings by acquiring Confluent, Inc. (CFLT) , a leading d ...

Core Insights - Amazon has launched Graviton5, the highest density and most powerful CPU to date, featuring 192 processor cores in a single slot, promising to elevate AWS performance to new heights [1][3] - Since its introduction in 2018, Graviton chips have become a cornerstone of AWS computing services, with over half of the new CPU capacity added in the past three years attributed to Graviton chips [1][3] Technical Specifications - Graviton5 is built on TSMC's 3nm process technology and includes 192 Arm Neoverse V3 cores, supported by a 192MB L3 cache, which reduces cache misses and enhances performance by minimizing data retrieval from slower DRAM [1][4] - The L3 cache capacity has increased 5.3 times from Graviton 4's 36MB to 192MB, improving each core's cache capacity from 376KB to 1MB, which is beneficial for low-latency applications [2][4] - The memory subsystem has been upgraded to support speeds of up to 7200 MT/s, with future support for 8800 MT/s DIMMs under development [1][4] Performance Enhancements - The new M9g instances based on Graviton5 show a 25% performance improvement over the previous M8g instances, which were based on Graviton4 [3][5] - Graviton5's architecture allows for reduced inter-core latency by approximately one-third, enhancing performance for workloads such as online gaming, high-performance databases, and data analytics [5][11] Competitive Positioning - Graviton5's core count of 192 matches the highest core counts from AMD and Intel, which have 192 and 144 cores respectively, positioning AWS competitively in the server CPU market [3][5] - The Nitro system, which Graviton5 instances utilize, offloads storage, networking, and virtualization functions, freeing up CPU resources for client workloads [7][12] Future Developments - AWS plans to release additional instance types, including C9g for compute-intensive workloads and R9g for memory-intensive workloads, in 2026 [15] - The introduction of the Nitro isolation engine enhances security by ensuring workload isolation through formal verification methods [13] Industry Context - Other companies, such as Microsoft and Google, are also developing custom CPUs, indicating a growing trend in the industry towards proprietary chip development for cloud services [8][9] - Amazon's Graviton5 is part of a broader strategy to optimize performance and cost-efficiency in cloud computing, addressing the increasing complexity and scale of cloud workloads [10][11]

智通财经APP获悉，亚马逊旗下云计算服务平台Amazon Web Services(即AWS)重磅推出了新一代自研服 务器CPU——Graviton5，亚马逊AWS表示这是迄今为止性能最强劲且能效最高级别的数据中心服务器 中央处理器(CPU)。这一最新的自研CPU以及本周云科技大会上重磅推出的自研AI ASIC芯片 Trainium3，全面凸显出这家云计算与电商巨头正持续扩展其芯片产品阵容且愈发倾向于自研体系。 随着亚马逊、微软以及谷歌等云计算巨头们纷纷推出自研服务器CPU以及AI ASIC系列AI加速器产品， 它们在未来对于英特尔与AMD的服务器CPU采购规模，以及对于英伟达AI GPU算力集群的整体需求可 能明显缩减。 尽管AWS当前仍在其全球范围的大型数据中心使用英伟达、英特尔以及AMD所提供的高性能芯片产 品，但其管理层始终强调为客户们提供云计算多元化硬件配置选择的重要性。有统计数据显示，这已经 是连续第三年，亚马逊AWS新增的大规模CPU级别算力集群中超过一半由亚马逊自研的Graviton系列 CPU提供，而非此前几年那样基本上都来自于AMD与英特尔。 AWS在一份声明中表示："传统方法往往迫使你在 ...

新浪科技讯 12月4日晚间消息，在亚马逊云科技2025re：Invent全球大会上，亚马逊云科技首席执行官 Matt Garman表示，"亚马逊云科技如今已发展成为一家1320亿美元规模的业务，同比增长速度加快至 20%。仅在过去一年里，我们的业务就新增了220亿美元。这一过去12个月的绝对增长，已经超过《财 富》500强企业中一半以上公司全年的收入规模。" 他透露，"Amazon S3仍在持续增长，客户存储的对象数量已经超过500万亿个，数据规模达到数百个 EB，每天平均处理超过2亿次请求。连续第三年，我们新增到亚马逊云科技云中的CPU能力中，有超过 一半来自Graviton5。数百万客户在使用我们的数据库服务，而Amazon Bedrock如今已为全球超过10万 家企业提供AI推理能力。今年，我们通过Amazon Bedrock AgentCore，为企业级安全部署和运行高能力 Agent提供了第一批基础构件，而AgentCore也展现出了非常强劲的发展势头。" Matt Garman谈到，"事实上，自发布以来仅仅几个月时间，AgentCore SDK的下载量就已经超过200万 次。我们还发布了Ocelo ...