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3 GoKawiil briefs on this topic

Amazon reportedly in talks to buy AI startup Decart for up to $7 billion

Amazon is said to be negotiating an acquisition of Decart, a startup whose DOS software optimizes AI models to run on different chips in weeks instead of months, in a deal valued at as much as $7 billion. Decart also builds Lucy and Oasis, AI models that generate simulated 3D environments for gaming and robotics training. Anthropic had reportedly discussed buying Decart for about $6 billion last month but walked away after due diligence, for reasons that remain unclear.

Amazon, Synopsys sign multi-year IP deal worth over $1 billion for AI chip design

Amazon and Synopsys announced a multi-year agreement worth more than a billion dollars to deepen collaboration on AI chip design. Amazon will license Synopsys' IP and expand use of its electronic design automation software, while Synopsys will optimize its tools for Amazon's Trainium and Graviton chips and adopt AWS cloud and Bedrock services for its own development.

Enterprises rank non-Nvidia AI chips ahead of Blackwell in evaluation plans

VentureBeat's July VB Pulse survey of 170 AI infrastructure buyers found 39.4% plan to evaluate non-Nvidia accelerators like AWS Trainium, Google TPU, AMD Instinct or Intel Gaudi over the next year, versus 25.3% who plan to evaluate Nvidia's next-gen Blackwell GPUs. Despite this evaluation gap, the share of respondents expecting to switch platforms within three months actually dropped from 38.3% to 28.8%, even as usage and infrastructure activity rose across the board.