Insiders in AWS told Reuters at an AMD event where the chip company outlined its strategy for the AI market, which rival Nvidia dominates.

AMD Chief Executive Lisa Su outlined an approach to winning over major cloud computing customers by offering a menu of all the pieces needed to build the kinds of systems to power services similar to ChatGPT, but letting customers pick and choose which they want, using industry-standard connections.

AWS has not made any public commitments to use AMD's new MI300 chips in its cloud services, Dave Brown, vice president of elastic compute cloud at Amazon, said AWS was considering them.

"We're still working together on where exactly that will land between AWS and AMD, but it's something that our teams are working together on. That's where we've benefited from some of the work they've done around the design that plugs into existing systems," Brown said.