Big Tech's GPU Power Play: AWS and IBM's $475M AI Deal

This week, Robert and Haley break down a major tech move: Amazon Web Services (AWS) is reportedly signing a $475 million deal with IBM to provide Nvidia GPUs for AI model training over the next five years. Why this matters: IBM gains access to AWS's robust EC2 cloud servers packed with Nvidia’s powerhouse processors, which are game-changing for AI and machine learning. We’ll explore AWS’s competitive edge with its custom AI processors, Trainium and Inferentia, and how this collaboration ramps up IBM's WatsonX AI platform.

Key Highlights:

• Nvidia's Growing GPU Demand: How Nvidia’s GPUs are reshaping AI development in the cloud.
• The AI Cloud Wars: How AWS, Google, and Microsoft stack up in AI infrastructure.
• IBM's AI Expansion: Why WatsonX is leveraging AWS’s tech to stay ahead in the AI race.

Listen in as we dive into the strategic alliances driving AI's future.