AWS CEO Matt Garman Talks AI Race | Bloomberg Talks

Yeah. Well, look, we're quite excited about Tranium and Tranium 3 in particular as you mentioned. Excited to get it in a customer's hands. Part of where we have a benefit that we can bring to bear is as you mentioned getting it into market quickly, and it's because we control that full stack. We control the silicon development, we control the data centers that it lands in. We know that full environment and we can land that in very large clusters for people to take advantage of that. And the performance that we're seeing out of it is quite incredible. And so we're anxious and excited to get more and more people using it.

Well, the key thing that we're focused on is making sure that we can iterate on the technology as fast as possible. The desire and the hunger out there for more power and more compute is almost insatiable. And so the more we can take an existing power footprint, an existing set of capabilities and bring more and more compute into that for customers to build cool applications and cool environments and to get value from that, that's what we're focused on. And so we're going to be pushing that envelope as fast as we possibly can to get those new capabilities out to customers.

Well, both are possible because that is a great environment to run accelerators and compute in. We've been working for 15 plus years with the Nvidia team and Jensen and team to deliver outstanding capabilities for our customers. For when you're running a large cluster of Nvidia GPUs, people will tell you AWS is the best place. You get the best performance, the most stable cluster, the best capabilities out there at broad scale. It's why folks like OpenAI and others are running in AWS. And we have that choice. So for others that want to be able to take advantage of Tranium, there's some use cases that are best for Tranium, there's other use cases where Nvidia GPUs are going to be your best option. We want to have all of those available. And so we think that if we can continue to push the envelope on what Tranium can deliver for customers and make sure that we are supporting the latest and greatest from everything that the awesome team at Nvidia is delivering, that's going to be the best outcome for our customers.

We're just going to keep pushing as fast as we can and we'll see where customer demand drives us as we go. As you said, we're massively adding capacity. In the last year alone, we've added 3.8 gigawatts of capacity and we'll continue to add more and more over the next couple years. And we'll let customer demand drive us a little bit on what they're looking for and what they want. That's what we always listen to and that's what we'll continue to listen to.