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> As far as chip shortages, it probably helps that Amazon makes its own chips.

IDK what chips you are talking about, all x86 (which I assume is most of their compute) is Intel or AMD. If they make their own they are only making the ARM instances.



AWS has three processors: Graviton, Inferentia, and Trainium. They're made in-house.

https://aws.amazon.com/silicon-innovation/


And none of the above are x86. Even if they're making their own silicon, it is for specialized use (ML) and not general server provisioning.




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