Probably just another data center.
But instead I’ll take a leap and predict:
This is Amazon moving into not just designing Graviton but also vertically integrating silicon fabrication (for CPU, memory, and/or storage) into their portfolio.
But instead I’ll take a leap and predict:
This is Amazon moving into not just designing Graviton but also vertically integrating silicon fabrication (for CPU, memory, and/or storage) into their portfolio.
You'd need to take the combined capital of Apple, Microsoft and Amazon, along with 2-3 decades of time to even begin considering becoming competitive with the likes of TSM or Samsung. Who is signing up for that risk profile?
Lets forget about WW3, but even the risk of a TSMC monopoly (or rather a TSMC+Apple monopoly) and price gouging is existential enough that Amazon has plenty of risk sitting on the sidelines regarding fabrication.
It would be very inline with AWS to start fabrication as a service to avoid this existential risk. They can always start with easier node sizes for SSDs / DDRs / networking / automotive chips / etc. Even if only to self-source, Amazon alone needs a roughly-infinite supply of these speciality chips. Even totally new innovation that "only Amazon-types" need, like a Silicon interconnect the size of a Datacenter Cabinet (if the yield is reasonable) would be interesting to see.
They could even make a play at SiC chips[0]. If they can make it cheap and at small enough node sizes, I'd love to see what innovation SiC could bring to datacenter design. eg more efficient power supplies of each server/rack/cabinet.
[0] https://www.investors.com/news/technology/silicon-carbide-ch...