A new report claims that before Amazon or Google reveals anything about their latest artificial intelligence chips, they first notify Nvidia CEO Jensen Huang. The practice, touted by sources in The Information’s recent report on Nvidia’s internal dealmaking, paints a picture of a quiet reality of the AI hardware market: Nvidia is still the dominant supplier of training compute, and its customers are trying not to get cut off.
According to the report, Amazon and Google each provide advance notice to Huang before unveiling updates to their custom silicon. The reason, sources say, is that Nvidia is still deeply embedded in their cloud operations and neither wants to surprise the person who effectively controls their AI infrastructure supply. Nvidia accounts for the overwhelming majority of the accelerators used to train large language models, and its GPUs also handle a growing share of inference tasks in the public cloud.
