Amazon in Talks to Sell Trainium AI Chips to Other Companies
Amazon is shifting from a services-only model for its AI chip to direct hardware sales, a move that could challenge Nvidia's dominance in the AI semiconductor market.
Reporting from 1 sources: GIGAZINE.
Amazon has begun discussions to sell its in-house AI chip Trainium for use in other companies' data centers, moving beyond exclusive AWS availability. The company envisions selling rack-level units. Trainium3 supply is nearly fully allocated, and reservations for Trainium4 are coming in before launch.
Amazon has started negotiations to sell its Trainium AI chip to other companies for use in their own data centers, according to Bloomberg. The chip, previously available only through Amazon Web Services, is designed for AI training and inference. Peter DeSantis, head of Amazon's AI division, confirmed the talks but did not name potential customers. The company plans to sell rack-level units combining multiple Trainium chips, servers, and networking equipment. Trainium3, which began shipping in early 2026, is nearly fully allocated, and Trainium4 reservations are already coming in. Amazon CEO Andy Jassy said in an April 2026 shareholder letter that the semiconductor business, including Trainium and server CPU Graviton, generated over $20 billion in annualized revenue.
Synthesized by Yomimono from the 1 cited source below, including Japanese-language reporting where cited, then editorially reviewed before publishing.