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Amazon May Sell Trainium AI Chips To Third Parties In Shot At Nvidia

3 weeks 5 days ago
Amazon CEO Andy Jassy says the company may eventually sell its Trainium AI chips directly to outside customers, not just through AWS, which would put Amazon in more direct competition with Nvidia. "There's so much demand for our chips that it's quite possible we'll sell racks of them to third parties in the future," Jassy wrote in his annual shareholder letter Thursday. He also revealed the company's chip business is already running at more than $20 billion annually, with demand so strong that current and even future generations are largely spoken for. Quartz reports: Access to Amazon's chips is currently limited to Amazon Web Services, with customers paying for cloud-based usage rather than owning any physical hardware. Selling to AWS and external customers alike, as standalone chipmakers do, would put annual revenue at around $50 billion, up from the $20 billion the company estimates for the year, Jassy said. The $20 billion figure spans three product lines: Trainium, the AI accelerator chip; Graviton, a general-purpose processor; and Nitro, a chip that helps run Amazon's EC2 server instances. All three are growing at triple-digit rates year over year, Jassy claimed in his letter. Jassy said demand for Trainium has outpaced supply at each generation. Trainium2 is essentially unavailable, with its entire allocated capacity spoken for. Trainium3 started reaching customers in early 2026, and reservations have filled nearly all available supply. Even Trainium4 -- which is not expected to reach wide release for another year and a half -- has substantial pre-orders committed. Jassy argued that a full-scale Trainium rollout could shave tens of billions off annual capital costs while meaningfully widening profit margin.

Read more of this story at Slashdot.

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OpenAI To Limit New Model Release On Cybersecurity Fears

3 weeks 5 days ago
OpenAI is reportedly preparing a new cybersecurity product for a small group of partners, out of concern that a broader rollout could wreak havoc if it were released more widely. If that move sounds familiar, it's because Anthropic took a similar limited-release approach with its Mythos model and Project Glasswing initiative. Axios reports: OpenAI introduced its "Trusted Access for Cyber" pilot program in February after rolling out GPT-5.3-Codex, the company's most cyber-capable reasoning model. Organizations in the invite-only program are given access to "even more cyber capable or permissive models to accelerate legitimate defensive work," according to a blog post. At the time, OpenAI committed $10 million in API credits to participants. [...] Restricting the rollout of a new frontier model makes "more sense" if companies are concerned about models' ability to write new exploits -- rather than about their ability to find bugs in the first place, Stanislav Fort, CEO of security firm Aisle, told Axios. Staggering the release of new AI models looks a lot like how cybersecurity vendors currently handle the disclosure of security flaws in software, Lee added. "It's the same debate we've had for decades around responsible vulnerability disclosure," Lee said.

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Anthropic will let your agents sleep on its couch

3 weeks 5 days ago
Want to run your business on autopilot? For better or worse, Managed Agents might help with that

If you need AI agents to do a lot of ongoing tasks for your business, Anthropic has a new answer for you. The Claude maker has introduced Managed Agents, a service to help organizations create and deploy cloud-hosted knowledge work automations.…

Thomas Claburn

Hacker Steals 10 Petabytes of Data From China's Tianjin Supercomputer Center

3 weeks 5 days ago
An anonymous reader quotes a report from CNN: A hacker has allegedly stolen a massive trove of sensitive data -- including highly classified defense documents and missile schematics -- from a state-run Chinese supercomputer in what could potentially constitute the largest known heist of data from China. The dataset, which allegedly contains more than 10 petabytes of sensitive information, is believed by experts to have been obtained from the National Supercomputing Center (NSCC) in Tianjin -- a centralized hub that provides infrastructure services for more than 6,000 clients across China, including advanced science and defense agencies. Cyber experts who have spoken to the alleged hacker and reviewed samples of the stolen data they posted online say they appeared to gain entry to the massive computer with comparative ease and were able to siphon out huge amounts of data over the course of multiple months without being detected. An account calling itself FlamingChina posted a sample of the alleged dataset on an anonymous Telegram channel on February 6, claiming it contained "research across various fields including aerospace engineering, military research, bioinformatics, fusion simulation and more." The group alleges the information is linked to "top organizations" including the Aviation Industry Corporation of China, the Commercial Aircraft Corporation of China, and the National University of Defense Technology. Cyber security experts who have reviewed the data say the group is offering a limited preview of the alleged dataset, for thousands of dollars, with full access priced at hundreds of thousands of dollars. Payment was requested in cryptocurrency. CNN cannot verify the origins of the alleged dataset and the claims made by FlamingChina, but spoke with multiple experts whose initial assessment of the leak indicated it was genuine. The alleged sample data appeared to include documents marked "secret" in Chinese, along with technical files, animated simulations and renderings of defense equipment including bombs and missiles.

Read more of this story at Slashdot.

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Crypto? Huh. Good gawd y'all, what is it good for? $45M in this case

3 weeks 5 days ago
Cops bust latest scam, return $12m to bilked victims

US, UK, and Canadian law enforcement Thursday said that they disrupted a $45 million global cryptocurrency scam, freezing $12 million in stolen funds and identifying more than 20,000 cryptocurrency wallet addresses linked to fraud victims across 30 countries.…

Jessica Lyons