Amazon Web Services is set to unveil an updated Graviton4 chip featuring 600 gigabits per second of network bandwidth, the highest in the public cloud. This advancement positions AWS to compete more effectively against Nvidia in the AI infrastructure market, as the company aims to reduce AI training costs and enhance performance with its upcoming Trainium3 chip. AWS's focus on custom chips illustrates its strategy to dominate the AI infrastructure stack and challenge traditional semiconductor companies like Intel and AMD.

AWS has announced updates to the pricing and usage model for Amazon EC2 instances powered by NVIDIA GPUs, including the introduction of savings plans for P6-B200 instances and significant price reductions for P5, P5en, P4d, and P4de instances. These changes, effective June 2025, aim to enhance accessibility to advanced GPU computing across various global regions.