From Cloud Wars · Bob Evans · · 50s
AWS Gifts Billion-Dollar Chip to SAP Salesforce Workday
AWS gives $1 billion chip boost to SAP, Salesforce, Workday.
In brief
AWS gives $1 billion chip boost to SAP, Salesforce, Workday. AWS's custom chips improve performance for enterprise apps via SAP, Salesforce, and Workday. Originally reported by Cloud Wars.
AWS and Synopsys Deal
AWS's $1 billion deal with Synopsys fuels its custom chip business.
Primary Beneficiaries
SAP, Salesforce, Workday, and other apps vendors gain from optimized enterprise apps.
Custom Chips Benefit Apps
Purpose-built chips deliver better performance at lower cost for enterprise apps.
“From Graviton to Trainium, purpose-built chips deliver better performance at lower cost because they’re designed for exactly what customers need.”
Synopsys CEO Statement
Synopsys leads AWS in application-optimized IP solutions for enterprise apps.
“As we expand into application-optimized IP solutions, we’re proud to have Amazon as our lead customer for this next phase of growth.”
Hyperscaler Competition
AWS aims to differentiate among hyperscalers with custom silicon for enterprise apps.
AWS Chip Growth
AWS's chip business reached $25 billion annualized run rate with over 100% growth.
The short version
AWS's custom chips improve performance for enterprise apps via SAP, Salesforce, and Workday.
