Amazon to sell Trainium chips, challenge NVIDIA via data centers
Business
Amazon is gearing up to sell its Trainium AI chips to outside data centers, aiming to challenge NVIDIA's dominance in the hardware space.
Amazon's AI chief, Peter DeSantis, confirmed the company is talking with potential buyers, but kept names under wraps for now.
Trainium amassed over $225B commitments
Trainium launched in 2020 and has snagged big customers like OpenAI and Uber through AWS. By April 2026, it had racked up over $225 billion in revenue commitments.
The third-generation Trainium is largely sold out, and demand for next year's fourth-generation chips looks strong, so Amazon's strategy seems to be working.