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“AWS is a big brand… that becomes a huge accelerator.” fusemachines CEO Dr. Sameer Maskey explains how strategic partnerships with companies like Amazon Web Services are helping accelerate growth through co-selling, co-branding, and expanded enterprise reach. Fusemachines is now among a limited group of companies operating within this AWS...

1,146,364 次观看 • 3 个月前 •via X (Twitter)

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Almost 20 years later, AWS is still the most popular cloud in the world. The reason is simple: it just works! They have four services focused on Generative AI: 1. Amazon Q 2. Amazon Bedrock 3. SageMaker JumpStart 4. PartyRock I've been using AWS for around 15 years (honestly, I don't remember well), and their Developer Center is a gold mine. If you open their Developer Center, you'll find a new learning path, "Generative AI for Developers." I'm linking to it below. This is not just a course. This is a collection of courses, examples, videos, tutorials, and code walkthroughs. They will teach you how to use Generative AI on AWS using the four services above. ↑ That right there is a huge selling point: These classes aren't just theoretical. You'll have a chance to learn using the same professional tools everyone else uses. By the way, there are many more resources in the Developer Center: • Machine Learning • Data Operations • DevOps All of these are free. Click, click, and start learning right away. One more thing before I forget: If you are building anything with AWS, check out Amazon Q, their coding assistant. This is the *best* coding assistant for AWS-related work, and it's not even close. It's a Visual Studio Code extension. Install it, and it works like any other code assistant, except this one knows a lot about AWS. Thanks to AWS for sponsoring a post about their free courses and learning resources. There's a special place in Developer Heaven for you.

Santiago

22,104 次观看 • 1 年前

$AMD $AMZN partnership will 🚀 in 2026 🔥 Amazon/AMD partnership is hidden among hot headlines from OpenAI $NVDA $ORCL... TLDR: Amazon refused to bid up the overpriced $NVDA chips among other hyperscalers, and decided to work closely with $AMD. Amazon is expected to spend up to $10-$20B a year on 2026 EPYC breakthrough Gen and Future Gen. Dr. Su confirmed "we have plenty for other large customers". For its 2026 EPYC "Venice" processors, AMD is using a multi-node manufacturing strategy: the CPU core complex dies (CCDs) are built on TSMC's 2 nm-class node (N2), while the I/O die (IOD) uses the N3P (3 nm) process. Context: Andy Jassy Amazon Web Services has been working with AMD on EPYC processors since November 2018. With this "secret weapon" breakthrough(patented), this long time partnership has expanded to New breakthrough 2026 EPYC Gen. AMD's 6th Gen EPYC "Venice" processors, slated for 2026, introduce New Chiplet design breakthrough. a revolutionary chiplet interconnect fabric that redefines server scalability for AI. This isn't just faster silicon; it's a paradigm shift for AWS, enabling hyper-efficient, rack-scale AI inference that slashes costs and latency while boosting throughput. AMD to benefit AWS's $100B+ AI opportunity along with $ORCL $MSFT $GOOGL $META Saudi, UAE ,38+ countries and startups. In early October, Amazon/AWS announced the new EC2 M8a instances as their latest-generation, general-purpose compute instances now powered by AMD EPYC 9005 "Turin" processors. Amazon announced the M8a as having up to 30% higher performance and up to 19% better price performance over M7a. With my testing of both at 32 vCPUs, the new AMD EPYC Turin instance provided 1.59x the performance over the prior-generation EPYC Genoa instance! How will this impact AWS AI Inference? ~Cost Efficiency: Inference is 80%+ of AI workloads and latency-sensitive (e.g., chatbots need <1s responses). "Secret weapon" enables 35x better inference perf (per AMD's CDNA roadmap tie-in), cutting AWS's energy use by 50%+ in clusters. With $118B 2025 capex, this could save $20–$30B annually in OPEX, boosting margins to 35%-40%. ~Scalability for Agentic AI: Supports "Helios" rack-scale platforms (up to 128 GPUs + EPYC hosts), delivering 3.58x FP6 perf for distributed inference. AWS can run 700K+ more tokens/sec in 1,000-node clusters (via EPYC 9575F boosts), enabling real-time apps like personalized search or fraud detection at enterprise scale. ~Adoption Catalysts: Early partners like Oracle signal broad uptake; AWS's existing AMD instances G4ad with Radeon GPUs) pave the way. By 2026, EPYC could power 40%+ of AWS AI infra, outpacing Nvidia's GPU lock-in via open standards (ROCm 8 software). Lastly, Amazon’s trajectory toward a $320 stock price is not a speculative leap but a grounded projection rooted in its unmatched fundamentals and strategic AI leadership. With Amazon Web Services poised to surpass $100 billion in annual revenue by 2026, driven by explosive AI inference demand, Amazon is redefining cloud computing’s future. The adoption of AMD’s 2026 EPYC processors with "Secret" architecture is a game-changer, slashing costs by up to 50% and boosting inference throughput 3x, enabling AWS to dominate enterprise AI workloads with unmatched efficiency. This technological edge, combined with Amazon’s e-commerce dominance and high-margin advertising growth, supports a valuation rerating to 22x EV/EBITDA, and it is still a discount to historical highs. Trading at $222, $AMZN is undervalued for its 15–20% revenue CAGR and 25%+ EPS growth through 2030.

Mike

511,082 次观看 • 10 个月前