By Tobias Mann
Publication Date: 2025-12-07 08:08:00
Amazon last week revealed its Trainium3 UltraServer rack systems, and if your first thought was “boy that looks a lot like Nvidia’s GB200 NVL72,” your eyes aren’t deceiving you.
As the AI boom enters its fourth year, the infrastructure driving much of the bubble has really started to look the same.
Left: Half of a Trainium3 UltraServer, Center: Nvidia’s GB200 NVL72, Right: AMD’s MI400-powered Helios rack – Click to enlarge
Amazon has deployed a ton of Nvidia’s GB200 and GB300 NVL72 racks, and given the visual similarities to its Trainium3 Ultra Servers, we wouldn’t be the least bit surprised to find out that large portions of the racks are shared between the two.
In fact, with the launch of Trainium4, Amazon has already announced it’ll be able to slide its custom compute blades directly into the same MGX chassis used by Nvidia’s GPUs, so clearly we’re headed in this direction.
This makes business sense: At the scale AWS operates, the fewer one-off parts the cloud titan has to wrangle the better. For Amazon, it’s better to have one modular rack architecture than one for each chip in the datacenter.
This is one of the reasons that hyperscalers like Amazon and Meta founded standards bodies like the Open Compute Platform (OCP) in the first place. As it happens, back in October, Nvidia contributed its MGX reference designs to OCP, while AMD and Meta announced a new double-width rack based around…
