Amazon Wants to Sell Its AI Chips to Everyone. Nvidia Should Worry.

Amazon Wants to Sell Its AI Chips to Everyone. Nvidia Should Worry.

AWS AI chief Peter DeSantis confirmed to Bloomberg that Amazon is exploring selling its custom Trainium AI chips to third-party data centres for the first time — a direct challenge to Nvidia’s dominance. Amazon’s custom silicon business already runs at a $20 billion annual rate, growing at triple-digit pace, with Trainium 3 largely sold out. Anthropic has committed to up to 5 gigawatts of Trainium capacity, OpenAI to around 2. If Amazon sells chips externally, the AI hardware landscape shifts. gafam.ai examines what it means — and why Europe has no equivalent.

Amazon’s Bee Is an AI Wearable That Listens to Everything. Always.

Amazon’s Bee Is an AI Wearable That Listens to Everything. Always.

Amazon has launched Bee — an AI wearable that clips to your clothing and listens continuously, building a personal memory layer that feeds into Alexa and Amazon’s broader AI ecosystem. TechCrunch called it “both intriguing and slightly creepy.” For European users operating under GDPR, it raises questions that go far beyond slight unease. gafam.ai examines what Amazon’s most personal AI product yet means for privacy, autonomy and the future of always-on AI hardware.

Amazon Launches Alexa for Shopping — AI That Buys for You

Amazon launched Alexa for Shopping on May 14 — an AI shopping agent powered by Alexa+ that replaces Rufus across mobile, desktop and Echo Show. It compares products, tracks prices, schedules recurring orders and reaches outside Amazon through a “Buy for Me” feature that purchases at other retailers on your behalf. This is not a chatbot. This is an AI agent with your credit card. Published by gafam.ai — The European Eye on Big Tech & Artificial Intelligence.

Amazon Bets $200 Billion on AI — While Quietly Stealing OpenAI from Microsoft

Amazon Web Services grew 28% to over $37 billion — its strongest quarter in 15 years. Total AI infrastructure spend: $200 billion for 2026. But the bigger story is Amazon’s growing relationship with OpenAI, increasingly at Microsoft’s expense. The most consequential partnership shift in AI is happening quietly — and Amazon is winning it. Published by gafam.ai — The European Eye on Big Tech & Artificial Intelligence.