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Amazon plans to sell Trainium AI chips outside AWS from late 2027

CEO Andy Jassy confirmed on the third-quarter earnings call that Amazon plans to sell racks of Trainium chips to external customers beginning in late 2027.

By GennnAi··1 min read

AWS revenue rose 39.3% year over year to $46.0 billion in the third quarter, and its contracted backlog reached $578 billion. Trainium and Graviton together passed a $25 billion annualized revenue run rate. Anthropic has committed to about five gigawatts of Trainium capacity and OpenAI to roughly two. Nvidia currently holds between 81% and 90% of the global AI accelerator market.

Source: Tech Times, published on October 30, 2026.