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.