Milk Road Stocks(@MilkRoadStocks):Andy Jassy: revenue commitments for Amazon's Trainium AI chips are up more than 20x in a year On Amazon's earnings call last night: "Our chips business continues to grow triple-digit percentages year over year, and revenue commitments for Graviton and Trainium have each increased more than 20 times year over year." Jassy also said customers keep pushing Amazon to offer Trainium outside AWS, and Amazon plans to do that late in 2027. Oracle said this week it will put Google's TPUs in its cloud in 2027, and now Amazon wants Trainium outside AWS on a similar timeline. Two of Nvidia's biggest customers are turning the AI chips they built for themselves into products they sell to other companies.

2026.10.30 19:30

Andy Jassy: revenue commitments for Amazon's Trainium AI chips are up more than 20x in a year On Amazon's earnings call last night: "Our chips business continues to grow triple-digit percentages year over year, and revenue commitments for Graviton and Trainium have each increased more than 20 times year over year." Jassy also said customers keep pushing Amazon to offer Trainium outside AWS, and Amazon plans to do that late in 2027. Oracle said this week it will put Google's TPUs in its cloud in 2027, and now Amazon wants Trainium outside AWS on a similar timeline. Two of Nvidia's biggest customers are turning the AI chips they built for themselves into products they sell to other companies.