据英伟达官方消息，当地时间12月2日，在亚马逊云科技年度技术大会AWS re:Invent大会上，英伟达（NVDA.US）与亚马逊云服务(AWS)扩大了战略合作，推出了涵盖互联技术、云基础设施、开放模型和物理人工智能（AI）的新技术集成。
当日，AWS发布了一款名为"AI工厂"的新产品，AI工厂将Nvidia GPU、Trainium芯片以及AWS网络、存储和数据库等基础设施部署到客户自有数据中心，专门为单一客户运营，像私有AWS区域一样运作。
AWS AI工厂为客户提供两种技术路线选择，客户可以选择Nvidia-AWS AI工厂集成方案，获得Nvidia硬件、全栈Nvidia AI软件以及Nvidia计算平台。AWS Nitro系统、Elastic Fabric Adapter(EFA)千万亿级网络以及Amazon EC2 UltraClusters支持Nvidia Grace Blackwell和下一代Nvidia Vera Rubin平台。
同时，AWS提供基于自研Trainium芯片的方案。公司在Re:Invent大会上发布了Trainium3 UltraServers，并公布了Trainium4芯片的规划细节。AWS计划让未来的Trainium4芯片兼容Nvidia NVLink Fusion，增强两种方案间的互操作性。
据介绍，AWS将支持英伟达NVLink Fusion平台——一个用于定制AI基础设施的平台，用于部署其定制设计的芯片。此外，AWS正在设计Trainium4以集成NVLink和英伟达MGX，并已大规模部署搭载英伟达GPU的MGX机架。
分析指出，这一模式反映了云服务商在AI时代的战略转变：通过提供灵活的部署方式和更具成本效益的专用基础设施，亚马逊（AMZN.US）开始争夺对数据主权和合规性要求严格的高价值客户，例如政府机构和大型组织。
英伟达创始人兼首席执行官黄仁勋表示：“GPU计算需求激增——更多计算能力造就更智能的AI，更智能的AI推动更广泛的应用，更广泛的应用又催生对更多计算的需求。AI的良性循环已经到来。随着英伟达NVLink Fusion进入AWS Trainium4，我们将统一我们的规模扩展架构与AWS定制芯片，共同打造新一代加速平台。英伟达与AWS携手打造AI工业革命的计算基础设施——将先进AI带给每一家企业、每一个国家，加速全球迈向智能化的步伐。”
AWS首席执行官Matt Garman表示：“AWS与英伟达携手合作超过15年，今天标志着这一合作旅程的新里程碑。我们与英伟达共同推进大规模AI基础设施，致力于为客户提供最高性能、效率和可扩展性。即将支持英伟达NVLink Fusion的AWS Trainium4、Graviton和Nitro系统将为客户带来新能力，使他们能够比以往更快地创新。”
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