BREAKING
AWS Eyes Selling Trainium Chips Outside
0
B
current run rate
0
B
if standalone
Trainium3 Up to 4.4x Compute
Trainium2
1
Trainium3
4.4
0
%
cost savings
0
chips per UltraServer
Strong Demand, Real Constraints
Momentum
●
Anthropic, OpenAI, Apple use it
●
Uber adopts Trainium3
●
Capacity sold out at launch
Challenges
●
Trails Blackwell at peak
●
CUDA ecosystem lead
●
TSMC supply bottleneck
A Fresh Threat to Nvidia
AI NEWS BLITZ
AWS is in talks to sell its Trainium AI chips directly to outside data centers.