Jun. 19 at 2:31 AM
Amazon is in talks to sell its custom-built artificial intelligence chips to external customers, marking a strategic expansion of its semiconductor ambitions and a direct challenge to Nvidia’s dominance in AI hardware.
The initiative is centered on Amazon’s Trainium line of AI accelerators, which are designed for training large AI models within Amazon Web Services data centers. While these chips have traditionally been used internally, AWS is now exploring broader commercial distribution as demand for AI compute capacity accelerates globally. Current users of Amazon’s AI infrastructure include major players such as OpenAI, Anthropic, and Uber, which access the hardware through AWS cloud services.
According to the company, demand for its latest Trainium3 chips is effectively sold out, and interest in the upcoming next-generation version is already strong.
$AMZN