In this article METAGOOGLMSFTAMZN Follow your favorite stocks CREATE FREE ACCOUNTChips as 'true differentiation'In the long run, Dekate said, Amazon's custom silicon could give it an edge in generative AI. Microsoft has yet to announce the Athena AI chip it's been working on, reportedly in partnership with AMD. So you train the machine learning models and then you run inference against those trained models," Wood said. Amazon's custom chips, from left to right, Inferentia, Trainium and Graviton are shown at Amazon's Seattle headquarters on July 13, 2023. An Amazon employee works on custom AI chips, in a jacket branded with AWS' chip Inferentia, at the AWS chip lab in Austin, Texas, on July 25, 2023.

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Persons: Dekate, It's, Nitro, Stacy Rasgon, Matt Wood, Wood, Trainium, Nvidia H100s, Rasgon, Joseph Huerta, they're, Mai, Lan Tomsen Bukovec, Gartner, Swami Sivasubramanian, Sivasubramanian, Katie Tarasov Organizations: Microsoft, AWS, Amazon, CNBC, AMD, Intel, Bernstein Research, Google, Unit, Nvidia, Seattle, AI21 Labs Locations: Austin , Texas