Amazon releases AI chip Trainium 3, cryptocurrency mining companies transform to participate in the "GPU gold rush."

Amazon has launched the next-generation AI chip Trainium 3, which has a training speed four times that of its predecessor, aiming to capture market share from Nvidia. This chip will be offered as a service through AWS, supporting large-scale model training. Meanwhile, several Bitcoin mining companies, such as Core Scientific and IREN, are transforming their data centers into AI infrastructure and have reached billion-dollar partnership agreements with Microsoft, Google, and others. Despite the high enthusiasm for AI infrastructure investment, analysts warn that if demand slows down, related companies may face a funding gap of up to $800 billion.