Amazon: Explores External Trainium Sales Against Nvidia
Amazon explores selling AWS Trainium chips directly to data centres, intensifying hyperscalers custom AI chips competition with Nvidia as Trainium2 sells out.
SourceAnalysis
Amazon is exploring direct sales of its AWS Trainium AI chips to external data centres and enterprises, shifting from internal AWS use only.
Chip Stack and External Push
The company runs a three-chip AI stack with Trainium for training, Inferentia for inference and Graviton CPUs. Trainium2 has sold out while Trainium3 ships and faces near-full subscription. This move follows Alphabet's limited TPU external program and targets sovereign infrastructure demand in Europe.
Market Impact on Nvidia
Nvidia still posted $75.2 billion data centre revenue last quarter, yet two major hyperscalers now pursue direct hardware sales. Amazon already booked over $225 billion in Trainium commitments and sees its chip business at a $20 billion annualized run rate. External sales could reach a $50 billion run rate without forcing customers onto AWS or Nvidia GPUs.
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