Business · Companies · 3 hrs ago
Amazon plans to sell Trainium AI chips outside AWS from late 2027
Amazon plans to sell its Trainium AI chips to outside customers starting in late 2027.
The chips were developed to help Amazon rely less on Nvidia’s expensive GPUs, and have so far been used within Amazon’s cloud business.
The move would put Amazon in direct competition with Nvidia and AMD in the market for AI chips.
Amazon CEO Andy Jassy said demand for Trainium is strong, with customers asking to use it outside Amazon Web Services, or AWS.
AWS is adding an AI accelerator about every 14 seconds as customers take up new computing capacity.
The cloud business reported $46 billion in revenue in the third quarter, up 39.3% from a year earlier.
Outside sales are planned to begin in late 2027, though Amazon did not give further details about how the chips will be sold.
Amazon plans to begin selling its Trainium AI chips to customers outside Amazon Web Services in late 2027.
Chief Executive Andy Jassy said customers had repeatedly asked to use the chips outside AWS.
Jassy said external chip sales could become a significant business distinct from providing cloud infrastructure.
The move would put Amazon in direct competition with chipmakers Nvidia and AMD.
Amazon is expanding AWS infrastructure as demand for AI computing grows.
- Who
- Amazon, led by Chief Executive Andy Jassy, plans to sell Trainium chips externally.
- What
- Amazon plans to make Trainium chips available to customers outside AWS. It would compete directly with Nvidia and AMD.
- When
- Late 2027.
- Where
- Outside Amazon Web Services; specific locations are not stated.
- Why
- Jassy said demand for Trainium is strong and customers have repeatedly requested access outside AWS.
This story does not have two clearly opposing sides.
Jassy announced on Amazon’s third-quarter earnings call that the company plans to sell Trainium chips outside AWS from late 2027.
Amazon plans to begin making Trainium chips available to customers outside AWS.
- Planned start
- Late 2027
- Chip
- Trainium
- Current AWS expansion pace
- About one AI accelerator added every 14 seconds
- AWS third-quarter revenue
- $46 billion
- AWS third-quarter growth
- 39.3%
1 source
What people are saying
Trainium demand is very strong, and customers keep asking us to make the chips available outside AWS
We plan to do that from late 2027
External chip sales will be a very meaningful business
We are currently adding one AI accelerator about every 14 seconds